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, follow these simple steps:
Navigate to Admin > Lead Sources.
In the Add Lead Source box, enter a name for your Lead Source.
ℹ️ Please note: 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.
Click Add.
You'll see your new Lead Source listed on the right side of the page in the Configured Lead Sources section.
How To Create And Configure Lead Source Groups
Creating Lead Source Groups
To create a new Lead Source Group, follow these simple steps:
Navigate to Admin > Lead Sources.
In the Add Lead Source Group box, enter a name for your Lead Source Group.
Click Add.
Your new group will be listed in the Lead Source Groups section.
Next you'll want to add Lead Sources to the newly created Lead Source Group. ⬇️
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!
💡 Tip: 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, follow these simple steps:
Navigate to Admin > Lead Sources.
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 -
In the Description box type in a name for your merged Lead Sources -
Click Merge.
Your Lead Sources will now be merged into one Lead Source.
How To Archive Lead Sources
To archive Lead Sources, follow these simple steps:
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 -
ℹ️ Please note: Any data associated with an Archived Lead Source will still be included in reporting.
Tracking Lead Source Counts, Expenses & At Bats
Manage lead counts, cost per lead, and at-bat counts on a monthly basis within by utilizing Lead Source Counts & Expenses. The data you enter here will feed directly into Lead Source reporting, giving you visibility into ROI, conversion, and performance across your lead gen efforts.
Entering Counts & Expenses
To increment Lead Source Counts & Expenses follow these steps:
Navigate to Admin > Lead Sources.
In the Configured Lead Sources section, to the right of the Lead Source you'd like to input counts and/or expenses, click the Counts & Expenses button.
Click the Add Entry button.
If a count or expense already exists, click the Add Expense Amount button. 
Enter the following:
Date: Select the month you'd like to record this count/expense for.
Amount: Enter the amount of the Lead Source expense.
Lead Count: Enter the amount of the leads received.
Apply To Rest Of Year: Check this box if you'd like this count/expense to auto apply to the remaining months of the current year.
Click the check mark icon
to save your changes. Click the X icon 
to cancel.
The tiles at the top of the page, Total Expenses, Total Leads and Cost Per Lead, are fed directly from the Expenses and Lead Counts entered in the section below.
Cost Per Lead is calculated by dividing the Lead Source Expense (or Amount) by the Lead Count.
Tracking At Bats
At Bats are considered opportunities given to agents. They represent the number of leads from specific Lead Sources that were distributed to agents. It's important to note that the same lead can be distributed to multiple agents, so the At Bat total may not always match the Total Lead Count.
To increment At Bats for individual users, follow these steps:
Navigate to Admin > Lead Sources.
In the Configured Lead Sources section, to the right of the Lead Source you'd like to input At Bats, click the Counts & Expenses button.
In the Agent At Bat Lead Counts section, under the Total At Bats column, enter a number in for each user that received an opportunity.
Updates are automatically saved.
What Lead Source Reporting Does Sisu Offer?
The following Lead Source based reports are currently available. Click the link for more details on how each report is valuable for the growth of your business!