Lead Source Tracking

Track and customize lead sources to understand where your painting leads come from and measure marketing effectiveness.

Important: this feature requires the paid Operations add-on.

A lead source in PaintScout tracks how a potential customer first found or heard about your business. You can assign lead sources to deals, estimates, contacts, and companies to measure which marketing channels drive results.

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What Is a Lead Source?

A lead source is how a potential customer first found or heard about your business. Tracking lead sources helps you understand where your leads are coming from and which marketing channels are driving results.

You can assign a lead source to:

• Deals

• Contacts

• Companies

This gives you flexibility to track it at the level that makes the most sense for your workflow.

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How Do I Customize Lead Sources?

1. Click the person icon in the top right and choose Account Settings

2. Go to the Lead Sources section

3. Here you can edit, remove, and add new lead sources

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