Leads comming from our web site vs leads created by a rep
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Hello
What is the best way to differenciate leads that comes from our web site vs leads created by a representative ? For statistics purposes
I know i can create an automation to filed an optional field but not sure how to create the filter for that.
Thank you
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You could create a report with the field "Lead Creator" added as one of the columns. This would typically show if the customer created the lead or the "Company"/Representative.
After testing this field, it appears to be showing the opposite information. I am having our developers look into this and will let you know once this report field has been fixed.
You could create a report with the field "Lead Creator" added as one of the columns. This would typically show if the customer created the lead or the "Company"/Representative.
After testing this field, it appears to be showing the opposite information. I am having our developers look into this and will let you know once this report field has been fixed.
Thank you Brittany, that colonm will be very usfull when it will be fixed
In the mean time, are you thinking of anything else i could use ?
For exemple, Is it possible to build a filter that would say; if first status is (or was) devis. Then i would build an automation to populate the information i want.
Explanation; when a customer completes a quote request on the web, it arrives as DEVIS, if the rep opens a leads, it will be opened as ''Quote''
Thank you Brittany, that colonm will be very usfull when it will be fixed
In the mean time, are you thinking of anything else i could use ?
For exemple, Is it possible to build a filter that would say; if first status is (or was) devis. Then i would build an automation to populate the information i want.
Explanation; when a customer completes a quote request on the web, it arrives as DEVIS, if the rep opens a leads, it will be opened as ''Quote''
You can create a filter using the field "Lead Creator" contains "Customer or Company" this does appear to be filtering the leads correctly based on if a customer or the company created the lead.
I do see that in your lead statuses you have a quote status called "Devis" in which leads should go to this status if the lead is customer created.
Your status "Soumission" is the quote status used when it is an admin/company created lead.
You can create a filter using the field "Lead Creator" contains "Customer or Company" this does appear to be filtering the leads correctly based on if a customer or the company created the lead.
I do see that in your lead statuses you have a quote status called "Devis" in which leads should go to this status if the lead is customer created.
Your status "Soumission" is the quote status used when it is an admin/company created lead.
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