Keep one list of sources in Settings and make the source part of every new project. In CRM For Claims the Lead Source field is required, so a project cannot be saved without it.
Lead source tracking for roofing and restoration contractors: which source each claim came from
Lead source tracking only works if the source is recorded on every job, by everyone, with the same words. In CRM For Claims the source is a required field on the project, picked from one list your company keeps. The sales reports then count your projects and signed contracts by that source.
Lead Sources+ Add Lead Source
Search...
- CanvassingEdit
- ReferralEdit
- Previous CustomerEdit
- WebsiteEdit
- Yard SignEdit
- Truck DecalsEdit
- Facebook AdsEdit
- Source unknownEdit
Drawn from the Settings screen. Names here are from the starter list.
The list your office keeps in one place
Settings has a Lead Sources screen where an admin adds, renames and deletes sources. You can drag the rows to put the ones your team picks most at the top, and the list has its own search box. Two sources with the same name are refused, so Yard Sign and a second Yard Sign never split one channel into two rows.
A new account starts with 16 sources, among them Canvassing, Referral, Previous Customer, Website, Yard Sign, Truck Decals and Source unknown. Keep them, rename them or delete the ones you never use.
Three ways a source gets onto a claim
However the homeowner reached you, the answer ends up in the same field of the project.
Someone in the office creates the project
Lead Source is a required field when a new project is added. The same field stays required when the project is edited later.
A past customer or a partner sent them
Pick Referral and a required Referred By field opens under it, so the referral is tied to a real person.
They filled in the form on your website
If your form sends a field named source, leadsource or utm_source, its value becomes the lead source of the new project. Without one, the project gets the label set in Settings, which starts as Website.
Project field: Lead Sourcerequired
A source name the website sends that is not on your list yet is added to the list, so it shows up in the reports instead of disappearing. Website leads can be handed to your salespeople in turn (round-robin); how the form connects is on CRM integrations for claims contractors.
Referrals carry the name of the person who sent them
A referral that only says "Referral" cannot be thanked or paid. Here the Referred By field is a contact from your directory, and a new person can be created from the field itself with Create New Contact. Up to two more people can be added as Additional Referred By and Second Additional Referred By.
Next to it sits a Gets commission? choice, set to No. When it is Yes, the referral fee is booked against the job the way it is described on commission tracking for claims contractors. The contacts themselves live in one directory, covered on contact management.
Lead SourceReferral
Referred ByExample contact, neighbour on Elm StreetCreate New Contact
Gets commission?No
Additional Referred ByAdd Additional Referred By
Cleaning up the list without losing the history
Lists grow messy: one person adds Facebook, another adds FB Ads. When you delete a source that projects already use, the CRM asks which source those projects should move to first.
FB Ads, used on projectsFacebook Ads
Facebook AdsEvery project from FB Ads now reads Facebook Ads, and FB Ads leaves the list.
The message you see: This lead source is used by projects. Choose another lead source to move those projects to.
Each project that was moved gets a row in its Records timeline that shows the lead source change. Nothing is rewritten quietly.
Reading the reports by source
Sales Report, one personThe Sales Report shows the lead sources of the projects assigned to one person, each with a count and a percent, and draws them as a pie chart. Open a source and you get the list of its projects by PO# and project name.
Sales Dpt. Performance, the whole teamSales Dpt. Performance breaks the signed contracts of a period down by lead source. A contract counts on the signing date entered when it was uploaded.
Both reports run for a range you pick, from Current Week to Last Quarter or a custom range, and both have a Print button. Why the signing date matters, and how the other reports count, is on claims CRM reporting and KPIs.
Who sees the numbers by source
Each report is its own permission on a person's record, so a sales manager can read the source breakdown of the team without seeing the balance sheets.
Allow Viewing Sales ReportAllow Viewing Sales Dpt. Performance
Changes to the Lead Sources list are written to the logs with the user and the time, under Add Lead Source, Update Lead Source and Delete Lead Source.
FAQ
Frequently asked questions
Straight answers about who we serve, what we automate, and how to get started.
Yes. Sales Dpt. Performance breaks down the contracts signed in a period by lead source, with a count and a percent for each.
Pick Referral as the lead source and the Referred By field opens. It takes a contact from your directory, and up to two more people can be added.
Yes. A form field named source, leadsource or utm_source sets the lead source of the new project. Without it, the label from the Website Leads settings is used.
If projects use it, you choose another source to move them to before it is deleted, and each moved project gets a row in its Records timeline.