1 Reply Latest reply on Jan 17, 2018 3:16 PM by Keith Nyberg

    Lead source for existing client's coworkers?

    Ali Proehl

      I wanted to see what the communities thoughts were on what the lead/person source should be for a lead that comes in because an existing lead from the same company gave us their information.

       

      Example: John Smith attends a webinar and is entered as a new lead with the lead/person source: Webinar.

      John then gives us Sally's information who is part of his team at X Company. What should Sally's lead/person source be?

       

      I feel like it's misleading in reporting to put her lead/person source as Webinar. Our company currently labels these leads as "Cold Call" but that doesn't feel like it's the right source either.Thoughts?