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Lead Capturing & Tracking

Marketing Sources and Channels
Marketing Sources and Channels Marketing Mediums Form Builder Capturing Leads from Website Forms Capturing Leads by Email Redirects Custom Fields Designer

Lead Capturing & Tracking

Marketing Sources and Channels Marketing Mediums Form Builder Capturing Leads from Website Forms Capturing Leads by Email Redirects Custom Fields Designer

Marketing Sources and Channels

* Page referenced in this article: marketing sources and channels page.

One of the key features of LeadCenter.AI is the ability to automate capturing leads from various sources (channels) and allocate them accordingly.

  • Don't waste time manually entering leads. Leads will be automatically captured and created in LeadCenter. Receive real-time notifications and focus on converting leads into customers right away.
  • Get real-time reporting on your marketing campaign's performance and ROI.. For example, check some of the related reports:
    1. Sales Pipeline Report
    2. Executive Dashboard YTD and Annual. Check the third page Marketing Sources ROI.
  • Even appointments and production can be tracked to sources.
    1. First Appointments Report.
    2. Production Tracking Report.

I. Create Sources for all your active marketing channels. For example, Radio, Seminars, Google, Facebook, TV, YouTube, etc.

On this page, you can create sources for digital and non-digital channels. There are default sources when you sign up in LeadCenter. But you can edit or add more sources.

Tip: Creating campaigns under sources is coming soon.

II. Assign mediums to each source

You can now assign mediums to each source. LeadCenter can capture leads and associate them with sources from 16 different mediums, including phone calls, website forms, Zapier, API integration, etc. For a complete list go to Mediums page.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.