//rental.software/account/
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I wanted to check if it’s possible to pull a report from the system that includes quotes and sales data along with their source medium (e.g., UTM parameters). Specifically, we’re looking to track the effectiveness of our campaigns and better understand the attribution for quotes and sales.
Could you confirm if this is possible? If so, could you provide guidance on how to generate such a report or share an example?
Thank you for your assistance, and please let me know if you need any further details from my end.
The same question
You can create reports Settings-->Reports. You can add columns like, Leads UTM Campaign, Leads UTM Medium, Leads UTM Source. Here's an article on how to set up reports:
https://rental.software/support/knowledge-base/article/reports_5
https://rental.software/support/knowledge-base/article/reports-sortinggrouping
https://rental.software/support/knowledge-base/article/lead-reports
You can create reports Settings-->Reports. You can add columns like, Leads UTM Campaign, Leads UTM Medium, Leads UTM Source. Here's an article on how to set up reports:
https://rental.software/support/knowledge-base/article/reports_5
https://rental.software/support/knowledge-base/article/reports-sortinggrouping
https://rental.software/support/knowledge-base/article/lead-reports
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