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Customers

Lead sources

Where leads come from and what each channel costs, so the marketing report can say which channels bring work and which only bring calls.

Channels

Where the leads come from

Track your channels and set referral pay for individual people. Each person can earn a different amount when their lead becomes a customer.

Sources
21
Leads this year
19
Spent this year
$731
Won this year
11

Referral payBy person

Choose a person and set their amount with Set referral pay. Select that person on each lead they refer; conversion puts their payment on the next payroll period.

Ads 7 leads this year, $600 spent

Canvassing 3 leads this year, $66 spent

Marketing 3 leads this year, $41 spent

Referral 3 leads this year

Other 3 leads this year, $24 spent

Set referral pay

Paid to this person in the next payroll period after their lead becomes a customer. Enter 0 to stop future referral pay. Payments already earned stay unchanged.

Add a source

The category groups sources here and in the intake dropdown; leave it blank for a one-off. Leave the cost blank until you know it; type 0 for a channel that costs nothing.