Set Lead Source based on Incoming Telephone Number
This setting allows the company to automatically track the incoming calls to a Lead Source. With this setting enabled the software will automatically associate each call with a designated Lead Source without needing the CSR to do anything.
This setting is used in Reporting with several new Report Dashboard Widgets displaying both the number of calls and revenue based on this relationship.
This is a great feature for analyzing marketing ROI.
Screenshots
Setting
Phone Setting & Lead Source Relationship
Notes:
- When the setting is enabled, on the Phone Numbers Setting page there will be an extra field to designate the Lead Source when setting up the phone numbers the software will track.
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