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Community Roundup: Volume 4 🗣️

The Sales Community has again been filled with awesome conversations between salespeople and users.

Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation!

🔎 Lead Source and Tracking

🔎 What App Are You Using for Leading Sales Meetings?

🔎 Lead Entry Process


➡️ Follow the Community Roundup topic and never miss the trending discussions!

Nirmal Gyanwali
WordPress Developer Sydney

Lead source and tracking

I have been tracking the lead sources (both inbound and outbound) in a custom field like SEO, PPC - Gooogle, PPC - Facebook, Referrals, Outreach etc.

I would like to get a bit more detailed report on these sources. For example, for inbound leads - it could be Phone call, Email, Live Chat etc. 

It's more like nested sources i.e. SEO lead can call or Email or contact us from Live Chat. But that is not relevant for outbound leads - so having another custom field can be confusing.

How do you recommend to manage these data so we can generate an easy report?

May's New Apps

This month we highlight 4 new apps added to the marketplace.

Read more about them here