Lead sources

Settings › Sales & orders › Lead sources is the list behind every order's Source: Google, Yelp, a referral, a sign on the truck… Your office picks one on each order, and customers can pick one on your website form.

Before you start

Anyone who can open Settings can change the list. Only an administrator sees and changes what each source costs.

The two lists

• Your sources — the sources you made, in the order customers see them. Drag a row by its grip (or use the arrows) to move it; the new order saves at once.
• Lead providers — sources that deliver leads to you automatically. Their names can't be changed; you can only switch them on or off.

Each row has two switches that save the moment you flip them:

• Active — the source can be picked on new orders.
• Show to customer — customers can pick it on your website form. It is greyed while the source is not active.

The AI receptionist's own source is marked Set only by the AI receptionist: it is never shown to customers and can't be renamed.

Add or change a source

1. 1Press New lead source (top right), or Edit on a row.
2. 2Type the Source name. Website URL is only for a source that quotes from a landing page of its own.
3. 3Set Active and Show to customer.
4. 4Press Save.

Renaming a source does not change existing orders: they keep the name they had, and new orders use the new name. Typing back an old name brings that old source back.

Delete (in the edit pop-up) asks You are about to remove this setting. Do you wish to proceed? first.

What each source costs (administrators)

Under each source an administrator sees its cost today (or Cost not set). Press it to open the cost pop-up:

1. 1Choose Cost per lead (a fixed amount for every lead) or Monthly spend (a fixed monthly budget, spread over the report's period).
2. 2Type the amount and, optionally, the Starting date. Blank means from the start — every past month too.
3. 3Press Add this cost.

Earlier entries stay in the list (In force today, Starts later, Earlier), so past months keep the cost they had. The costs feed the Lead Acquisition Costs report (total spend, cost per lead, cost per booking and return).

If something goes wrong

• Source is a required field — type a name.
• If a switch or the new order can't be saved, it goes back and a note says why.