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Configuring Lead Sources
Configuring Lead Sources
Kayla Zeigler avatar
Written by Kayla Zeigler
Updated over 3 months ago

The information in this article is accessible only by Admin and TC users in Sisu.

Tracking your Lead Sources in Sisu helps to identify which strategies are effective and which are not. In turn you'll be able to allocate your resources to focus on the most successful sources, saving time and money.

Topics in this article:

How To Create A Lead Source

To create a new Lead Source simply navigate to Admin > Lead Sources. From there follow these simple steps:

  1. In the 'Add Lead Source' box type in a name for your Lead Source -

    🔸 If the Lead Source name is a pre-defined source a suggested source name will populate. You can select this name to auto-add the Lead Source or you can click away to add your custom source name instead.

  2. Click 'Add'.

  3. You'll see your new Lead Source listed on the right side of the page under 'Configured Lead Sources'! 💥

How To Create And Configure Lead Source Groups

Creating Lead Source Groups

To create a new Lead Source Group simply navigate to Admin > Lead Sources. From there follow these simple steps:

  1. In the 'Add Lead Source Group' box type in a name for your Lead Source Group -

  2. Click 'Add'.

  3. You'll see your new Lead Source Group listed in the section below! 💥

Next you'll want to configure the Lead Source Group you've created. ⬇️

Configuring Lead Source Groups

From the Lead Source Groups section, click the gear icon to the right of the Group name.

The Available Lead Sources section on the left lists all of your team's Lead Sources. From that section, select a Lead Source you'd like to include in the Group by clicking the Lead Source. The selection will show as highlighted. Utilize the arrows to move that Lead Source to the Active Lead Sources section on the right. This section lists only Lead Sources included in your Group.

You can also drag and drop!

Utilize the search bar at the top to narrow down the list and search for specific Lead Sources.

If you need to delete the Lead Source Group (please note that deleted groups cannot be recovered) simply click the Delete Group button in the upper, right hand corner.

How To Merge Lead Sources

To merge Lead Sources simply navigate to Admin > Lead Sources. From there follow these simple steps:

  1. From the 'Configured Lead Sources' section select which Lead Sources you'd like to merge by checking the boxes to the left of each Lead Source -

  2. In the Description box type in a name for your merged Lead Sources -

  3. Click Merge.

  4. Your Lead Sources will now be merged into a singular Lead Source! 💥

How To Archive Lead Sources

To archive Lead Sources simply navigate to Admin > Lead Sources.

Under the 'Configured Lead Sources' section click the 'Archive' button to the right of the Lead Source you'd like to archive.

Archived Lead Sources are identified in the list and can be unarchived at any time by clicking the 'Unarchive' button to the right of the Lead Source -

Additionally you can filter to view only archived Lead Sources by toggling the scope shown here -

🔸 Please note: Any data associated with an Archived Lead Source will still be included in reporting.

What Lead Source Reporting Does Sisu Offer?

The following reports are currently available in Next. Click the link for more details on how each report is valuable for the growth of your business!

  • Lead Sources by Status Report (KB article coming soon)

  • Lead Source ROI by Lead Source Report (KB article coming soon)

The following reports can be found in Classic and are just as valuable:

  • Lead Sources by Agent Report

  • Lead Source ROI by Agent Report

We're working on building these out in Next, stay tuned! More details on these reports can be found here. 📙

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