CRM · Guide 262 of 624

Lead sources

Lead sources record where each lead came from in RockifyERP, such as Website, Walk-in, Referral, Facebook or Trade Fair.

How to do it in RockifyERP

  1. Search for Lead Source and add your sources.
  2. Choose the source on every new lead.
  3. Report on leads and conversions by source.

Tip: Knowing which source brings paying customers tells you where to spend your marketing budget.

Related RockifyERP guides

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.

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