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sliston  
#1 Posted : Thursday, November 3, 2016 6:23:15 AM(UTC)
sliston
Rank: Advanced Member

Posts: 123

Contact Lead Source Tracking for Referral Partners

An important aspect of managing your leads is to know where they came from, or the Lead Source, which is one of the most frequently used fields in Mortgage Manager.

One of the most commonly used Lead Source values is Referrals. In this example set Lead Source to Referral and click Find Now. (Figure 1):

(Figure 1: Contact Finder - Lead Source - Referral)

The results of the search would look something like this (Figure 2):

(Figure 2: Contact Finder - Lead Source - Referral - Results)

You can refine the search further by using a Date Range based on the Date Entered field (Figure 3):

(Figure 3: Contact Finder - Lead Source - Date Range)

Alternately, you may want to search for a specific Referral Contact, and you can do that by entering all or part of the Referral Contact’s Last Name and/or Referral Company (Figure 4):

(Figure 4: Contact Finder - Lead Source - Referral Contact)

To get the full picture, it helps to know where Referral Contact information is stored. If we look at the Contact General screen in Client View, the Referral Contact field is in the upper right area along with Lead Source (Figure 5):

(Figure 5: Contact - Lead Source - Referral Contact)

The Lead Source field helps you to keep track of Referral Partners and the business that they send to your company.

Similar Topics
Contact Lead Source Tracking for Referral Partners (Web) (Contact Management)
by sliston 10/24/2019 2:33:11 PM(UTC)
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