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How to Determine the Origin of Leads?

  • Updated

Understanding where your leads come from provides valuable insights that can significantly impact the success and growth of your business. The article below demonstrates how to check leads originating from a particular source. 

To view the origin of leads

Lead origin.gif

  1. Navigate to Leads Manager > Manage Leads.

  2. Click on the Advanced filters icon.

  3. Select Lead origin > Equals > Origin (Offline, online, chat, etc.)

  4. Click on Apply.

For example, to view all leads originating from a particular widget.

widget example.gif

  1. Navigate to Leads Manager > Manage Leads.

  2. Click on the Advanced filters icon.

  3. Select Lead origin > Equals > Widget 

  4. Click on Apply.

  5. Click on the Customize Column icon.

  6. Select Widget Name and click on Apply

Now you will be seeing the name of the widget which the lead is sourced from, in the widget name column. 

To filter the leads sourced from a specific widget 

  1. Navigate to Leads Manager > Manage Leads.

  2. Apply the filter Widget Name -> Equals -> XXX and click Apply. 

Now all the leads which originated through the widget XXX got filtered.