Create Lead Source Groupings based on Source Details
B
Bob Williams
Currently we can create Lead Source Groupings based on Source Descriptions, but not based on Source Details. For example, our Subaru stores have leads labeled Subaru Dealer Site (Source Description), but some of these have Digital Retailing as the Source Details. We should be able to group these properly as Digital Retail leads and override the label of Subaru Dealer Site, but cannot do so as Source Details are not selectable in the Lead Source Groupings tool.
Shelby Parker
Thank you for posting, Bob Williams! I have a few more questions for you:
- Can you provide examples of how you would like the lead source groupings to be organized using Source Details?
- Are there specific Source Details that are most important for your grouping needs?
- How frequently do you need to update or change these lead source groupings based on Source Details?