New Topic

customer created leads - filter

isabelle A. shared this question ago

Answered

Hello

How can i filter the leads that were first created by the customer (from the website) vs the ones created by a sales rep ?

I tried to create an automation that would set the field ''referral'' to WEB but it does not work.

See filter: automation - WEB

And Automation: WEB

Comments (1)

Chad B. ● 12 months ago

Let me know if you have questions.

Reply URL

isabelle A. ● 12 months ago

Thank you Chad but i seams a little complicated to me as i have a lot of customization to my website and checkout pages.

I am hopping there is an easier way to filter the leads that comes from the web

URL

Susan M. ● 12 months ago

What Chad did works because there isn't a filter for created by office or created by customer

URL

Chad B. ● 12 months ago

It shouldn't mess with any other customizations. I'm sure IO would be happy to add it in for you. 😁😬

URL

isabelle A. ● 12 months ago

Susan, can you check the automation i tried to create ? would'nt that work as well ?

I tried to create an automation that would set the field ''referral'' to WEB but it does not work.

See filter: automation - WEB

And Automation: WEB

URL

Susan M. ● 12 months ago

This may work...Since you have that lead status set for only customer generated leads

URL

isabelle A. ● 12 months ago

but it doesn't . See lead #21797237.

That lead came from the Web but it did not update the referral field.

When i do the filter : automation - WEB, it filtes that lead but did not update the referral

Is there a difference between: lead status and lead loading status ?

0bc348f94e57ae6f4b31adcc15ed628a

URL

Susan M. ● 12 months ago

You should only need to use lead status

URL