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Lead Source Metrics

Feature Requests

If a job is sold and the source needs to be changed, please allow for this, currently in job by source if a job is sold under a specified source it cannot be changed after sold. Closing ratio by source category is not computing correctly so therefore should be removed or fixed. call me or or book a meeting with me to go over details on metrics and what needs to be fixed, thanks

Posted by Dan Hendrick ·
Status: Planned for V22 comments

Comments2

  • An Anonymous User

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    May 19

    Yes, please! We cannot use the CRM/Metrics tab at all until this is fixed. You must be able to edit the source and have it update in “Metrics.”

  • An Anonymous User

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    Mar 4

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    Merged request

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    11 votes

    Lead source

    when a customer does a second job we should be able to make deal #2 lead source and forward to be repeat business otherwise how do we track it as such?