Lead Source: how do you organize them? | Community
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A
Anonymous
June 13, 2013
Question

Lead Source: how do you organize them?

  • June 13, 2013
  • 2 replies
  • 937 views
Our lead source picklist is getting busy. Considering migrating to a more broad approach to lead source labeling and adding second field for lead source detail (and most recent lead source detail).

Just wondering if anyone wants to share what channels they have at the top level of "lead source"? 

Thanks in advance.
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2 replies

A
Anonymous
June 13, 2013
Here are the ones we use.  We append "(MKT)" to those that are marketing sources to make it easier to select these in reports and lists.
  • Content Syndication (MKT)
  • Current Agency
  • Direct Mail (MKT)
  • Email (MKT)
  • Event (MKT)
  • Existing Customer
  • Jigsaw
  • LinkedIn Recruiter
  • List Purchase (MKT)
  • Marketing Partner (MKT)
  • Natural Search (MKT)
  • Online Ad (MKT)
  • Other
  • Paid Search (MKT)
  • Print Ad (MKT)
  • Public Relations (MKT)
  • Referral
  • Rep Sourced
  • Social Media (MKT)
  • Sponsorship (MKT)
  • Telemarketing (MKT)
  • Tradeshow (MKT)
  • Webinar (MKT)
  • Website (MKT)
A
Anonymous
June 15, 2013
Thank you for sharing, Elliot. 


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