Map Lead Source Values
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In App Setup, click on the Field Value Mapping - Lead Source screen.
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Map the Sub Categories to the appropriate Category (Sales, Marketing, Other) and Click "Save."
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Map the Lead Source values to Sub Categories and click "Save and Proceed."
Lead Source Mapping
Kudoz will give you a more accurate picture of your pipeline influence by categorizing Lead Source Values to Sales or Marketing. Common Lead Source Values such as (Advertisement, Website, Trade Show, etc.) are often left by chance for a user to aggregate manually. By following these steps, you can seamlessly report on Sales and Marketing influence.
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Marketing Category
Marketing activities your Senior Leaders like to have aggregated
- Advertisement
- Website
- Social Media
- Webinar
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Sales Category
Sales activities that your Senior Leaders like to have aggregated
- Cold Calling
- Prospecting
- Referrals
- Events
Focus on what matters
Because there can be so many Lead Source values, Lead Source Sub Categories give you the flexibility to roll them up into a Sub Category assigned to a Category, like Sales or Marketing.
Present aggregated results to the C-Level
Create reports using the Lead Source Category to roll up performance data.
Have meaningful strategic discussions
Quickly drill into your reports using the Lead Source Sub Category.
