Referral Lead Bucket
A
Annelise Hattabaugh
Please add another lead override option for referrals, as they're not campaign, internet, chat, or phone up. These should not affect those closing numbers and should have a separate process to follow.
Shelby Parker
Thanks for posting this, Annelise Hattabaugh — totally hear you on wanting referrals handled separately so they don’t skew your campaign/internet/chat/phone-up numbers. To make sure we’re scoping the right override, can you clarify a couple things: what specific lead sources should count as “referrals” (customer/employee/OEM/partner, etc.)? And is the goal mainly to exclude them from the existing closing metrics, to track them in their own referral-specific closing metrics, or both? Lastly, at a high level, once a lead is marked as a referral, what should change in the process compared to other lead types?