|Posted by Taylor Reporting Solutions, LLC on November 10, 2015 at 10:15 AM|
1. Select the Admin module and within that tab, you will see Lead Sources. Click on Lead Sources.
2. Under Lead Sources, you have the option to add a Lead Source. Select Add.
3. The box below will appear for you to enter all pertinent Lead Source Information.
4. Source Codes can become a messy can of worms! The best way to avoid problems is to implement a standard naming convention and be vigilant about it. Assign someone on your team the responsibility for keeping it updated and organized. Our recommend naming convention is outlined below and it’s designed to help keep the list organized so it’s easy to find what you’re looking for when adding a new lead and when reviewing active and inactive codes in the huge long list. In some parts of the program, your list will be sorted by the code and in others it will be sorted by the description. Starting both the same way (see recommendation below) will keep it organized in all areas.
*A quick note: it may seem odd to put the year at the front of the code. By doing this, you’re basically forcing REPS to sort your codes chronologically, which will make a huge difference in keeping the list organized. It’s going to be a lot easier to deactivate everything from 2014 if they’re all grouped together, rather than sorting by month and having to look first through the all the January codes….and then through all the February codes…and then through the March codes. You get the point. Put the year directly after the category and save yourself TONS of time later.
5. The Source Code Category is a drop-down pick list of the various Source Category options. Please select the one that is most appropriate.
Those are the only required sections in adding a new Source Code. However, it is highly recommended to add as much relevant information, especially Source Costs, in order to effectively analyze the effectiveness of various Sources.
How to Modify an Existing Source Code
If you made a mistake in entering the source code or you want to go back and update costs, go back to the long list of codes in Admin -> Lead Sources. Scroll down until you find the one you want to edit. Double click on it. Make any desired changes and hit save.
How to Keep your Source Code List Organized
Once the source code is done generating new leads you should deactivate it, which will simply hide it from the current list. Historical reports will not be affected by this step. You will always be able to pull accurate historical counts, even if codes have been deactivated.
To deactivate a source code, go back to the long list of codes in Admin -> Lead Sources. Scroll down until you find the one you want to deactivate. Double click on it. Put a check mark in the box labeled “Inactive” and hit save.
Categories: Source Codes