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Reply to Radius... How to Track Lead Sources     
Old 05-22-2017, 08:31 PM   #1
Guru
 
Join Date: Oct 2010
Posts:250
State: gambrinus is an Insurance Agent from Colorado
Radius... How to Track Lead Sources Radius... How to Track Lead Sources
So I use Radius to track leads.. great system so far. I just having a brain cramp in how to most easily track lead sources. I know I can tag leads to a lead source, but I'm working a list of a couple hundred "possible" lead sources and want to track them as I work them into becoming lead sources / partners. Any ideas how to do this easily??

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Russ Wilson
Littleton, CO
  Reply With Quote to Radius... How to Track Lead Sources
Old 05-23-2017, 10:02 AM   #2
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radiusbob on Radius... How to Track Lead Sources
 
Join Date: Dec 2009
Posts:300
State: radiusbob is an Insurance Agent from Nevada
Radius... How to Track Lead Sources Re: Radius... How to Track Lead Sources
Russ,

Sounds like Tags is an, but another could be creating a Custom Form Field that is a Dropdown Option:

How to Video: Create Custom Field Dropdown / Video Tutorials / Knowledge Base - Radiusbob Support

You'll be able to Search and Run Reports based upon this Custom Field.

Any questions, send us a note: Welcome - Radiusbob Support

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Radius | Lead Management + CRM
Leads, Clients, Commissions, Renewals, Products & More...
www.radiusbob.com | Manage Your Book Online Now!
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Reply to Radius... How to Track Lead Sources 

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