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Topics#Sales And MarketingPam Vandekerkhove's Question
Pam Vandekerkhove (xx) asked in #Sales And Marketing
Nov 21, 2014, 8:50 PM

Track Lead Source - Workflow?

Scenario:  A lead comes in from someone, but you actually end up working with someone else in the company (i.e. the assistant makes the initial call).  Is there a way to manage this with workflow or validation to insure you capture the Lead Source on the new contact (other than the touch of a user).

 

Thank you!
4 answers
  1. LaToya Newell (GearsCRM)
    Nov 21, 2014, 9:11 PM
    You can try something like this:

     

    1. Create a text field on the lead called Initial Source

     

    2. Create a workflow on the lead so that when lead source is set the Initial Source field is populated with the value of lead source

     

    3. Createa a text field on the accounted called Initial Lead Source

     

    4. Map the lead Initial Source to the Account Intial Lead Source on conversion

     

    When the first lead is converted for the account, the initial lead source on the account will have the source for that lead.

     

    You can pull this field onto the opportunity as a formula field or just display it in reports.  So you can always have the intial lead source visibile for every opportunity.

     

    Hope that helps!

     

    - LT
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