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Lead Tracking

Feature Requests

Requesting lead tracking capabilities with custom time frame filtering for better marketing analysis and accurate lead tracking.

Problem:
Currently, tracking leads over time and filtering by specific dates is difficult, limiting marketing performance insights.

Solution:

  1. Lead Tracking: Capture lead details such as source, date, status, and follow-ups.

  2. Custom Time Filtering: Enable filtering by custom date ranges (e.g., last 7 days, last 30 days, custom range).

  3. Contacts Filtering: Allow filtering contacts by time frame for better organization and follow-up.

  4. User-Friendly UI: Implement an intuitive date selector.

  5. Export Function: Allow lead and contact data export for further analysis.

Benefits:

  • Better lead conversion tracking and marketing evaluation.

  • Easy identification of top-performing lead sources.

  • More efficient decision-making and follow-up strategies.

  • Improved contact management based on time-specific interactions.

Posted by Jessi Malone ·
3 comments

Comments3

  • An Anonymous User

    •

    Jun 3

    Strongly support this. Specifically need the ability to export job-level data showing lead source, lead received date, job status, and job amount in a single spreadsheet. Without this, calculating ROI by lead source requires manually cross-referencing multiple summary reports. This is a critical gap for any contractor managing paid advertising across multiple channels.

  • Jason Gray

    •

    Mar 5, 2025

    It’s under metrics

    • An Anonymous User

      •

      Jun 3

      Not job level data.. just summarizing as far as I have found - and worked with support on. Drip jobs knows they don’t have a single report or function that gets you this information. It takes significant manual effort outside the platform to get the info