Set up and use lead sources to report on where your leads are coming from and which sources aren't as valuable as expected. Sources help you see the results of your marketing efforts.
Leads can be associated with one or more sources once you've defined a source in the Setup menu. Use them to represent how the lead was discovered, e.g. ‘Television campaign,’ ‘Cold call,’ or ‘Web beta signup.’
Why are they important?
The value in using Nutshell is letting it remember everything about your customers, including where you met your leads (or how they found you!). Add sources to your leads to remember where they came from.
Create a new source
- Click Setup > Sources
- Click "Add source..."
- Add a name and click "New source" to save
Adding sources to leads
Sources can be added to any new or existing lead.
Sources can be added to the leads you create when you import new data into Nutshell.
First, add your lead source as a column in your CSV file:
Then, match it to the "Source" field while you're importing:
When creating a new lead
You can add a source when you're entering a new lead in Nutshell via the +Create button.
The lead page
Report on sources
Filter any report in Nutshell by sources to see how each source is performing and which ones bring you the most and least sales.
On Nutshell reports, you can use the Segment button to compare your sales, losses, new leads, forecast, and custom reports by source.
You can also use the filter drawer to view any of these reports on a single source or group of sources.
The leads page also includes filtering and sorting to view leads by source. It can be useful to include the lead source as a column to see at a glance where each lead came from. For example, if I just want to see a list of my own leads that came in via a form on my website, I can apply that filter to review those leads.
Can I automatically add Sources to Leads?
If you are funneling your leads into Nutshell via a form, sources will automatically be added to leads. Learn more about using forms to add new leads to Nutshell via Wufoo, Zapier, or the HTTP POST API.
Can you help me learn how to filter in Nutshell?
We'd love to! Check out these instructions.