Scenario When editing Lead Source on Lead/Prospect/Customer Record, not all campaigns are showing. Solution Lead Source Field on Lead/Prospect/Customer Record is based on the Campaign Category Field. Campaign Category is set on the Campaign Record used for tracking purposes on reports. If a certain Campaign Category is set on Lead/Prospect/Customer Record, then it will display Lead source that has the same… Continue reading Campaign Missing on Lead Source Field
Tag: lead source
Tracking and Analyzing Online Form Engagement
As your business actively collects leads and customer data through online forms, it’s crucial to gain insights into the effectiveness of these forms. Understanding how often these forms are accessed and completed helps in optimizing lead generation strategies. Additionally, you want to utilize standard reports to analyze the sources of leads coming into your company,… Continue reading Tracking and Analyzing Online Form Engagement
Online Customer Form Management for Website Interaction
Requirement: The requirement is to establish a system for utilizing online customer forms on the company’s website. These forms serve the purpose of gathering information from customers, leads, and contacts, allowing customization of form appearance. It is necessary to provide options for linking to the form, embedding it within the website, handling duplicate records, creating… Continue reading Online Customer Form Management for Website Interaction
Lead Source Management
Requirement: The requirement is to define and track the sources through which new leads come to the company. The system should allow for capturing lead sources in various scenarios, including marketing automation, online lead capture forms, lead imports, and manual tracking for different campaign channels. Summary: The company needs a robust lead source management system… Continue reading Lead Source Management
How To remove the ID from the lead source created through the marketing campaign
If we are creating a marketing campaign for including in the lead source drop-down in the customer, prospect, or sales order record the ID will be in front of the lead source for resolving the issue. Go to the Auto-generated Numbers page: Setup> Company> Auto Generated Numbers> Click on the CRM subtab and disable or… Continue reading How To remove the ID from the lead source created through the marketing campaign