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Jenn_DiMaria2
Jenn_DiMaria2
Level 10
September 16, 2013
Solved

Cold Calling Lead Source

Hi, all!

How are you attributing cold calls to your lead sources?  Do you give credit to the way they found the lead (ie: a list) or to the action (ie: cold calling)?  Or does it vary from call to call?

Thanks in advance for any insight :)
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Accepted solution
September 16, 2013

Hi Jen,

We decided to use Lead Source is a "High Level" field with broader lead source options such as Cold Call, Call In, Website, PPC, etc. To give more granularity to where the leads came from, we then added a 'Lead Source Detail' field where the specific forms, tradeshows etc are named.

So for what you're trying to do, I would either name the source of the list or the method of finding the name whether it be a 'list' or 'linkedin' etc.

This is just one way to do it.
 

Interested to see what others do.


 

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1 reply

Anonymous
Accepted solution
September 16, 2013

Hi Jen,

We decided to use Lead Source is a "High Level" field with broader lead source options such as Cold Call, Call In, Website, PPC, etc. To give more granularity to where the leads came from, we then added a 'Lead Source Detail' field where the specific forms, tradeshows etc are named.

So for what you're trying to do, I would either name the source of the list or the method of finding the name whether it be a 'list' or 'linkedin' etc.

This is just one way to do it.
 

Interested to see what others do.


 

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