CloudLink Ideas Portal

Add drill in feature on Lead Sources

We would like to track our leads more closely. Add a drill down feature so that for example you choose example Lead Source "Walk In", should open a new box to choose why they "Walked In"...."drive by, internet search, referral, social media etc." Another example where we would like to get more Lead Source Details is "Call-In" and "Social Media" what social media site did they use so we can direct more effective campaigns.

  • Lori Ciccarelli
  • Jul 14 2020
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  • Lori Ciccarelli commented
    July 28, 2020 15:26

    We would like a drop down that we can manage and possibly for "Other" a free form text field that they can fill for Other.

  • Hector Catre commented
    July 28, 2020 15:22

    Hi Lori. We've been reviewing your idea and find it very interesting. Are you looking for another drop down, or a free form text field?



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