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Understanding the Lead Source Report in Stack

In Stack, lead sources are tracked based on opportunities that originate from triggers or through integrations like Zapier. This helps you understand where your leads are coming from and optimize your strategies accordingly.

How Lead Sources Are Reported​

  • Triggers: These are automated workflows within Stack that can create opportunities when specific conditions are met. For instance, when a new contact is added to your database, a trigger might automatically create an opportunity and assign a lead source.

  • Zapier Integrations: Zapier allows you to connect Stack with other apps, enabling opportunities to be created from actions taken in those external applications. This integration helps in capturing lead source data from a variety of platforms.

Benefits of Tracking Lead Sources​

Understanding the origin of your leads is crucial for several reasons:

  1. Optimize Marketing Efforts: By knowing which sources yield the most leads, you can focus your marketing efforts on the most effective channels.

  2. Improve ROI: Tracking lead sources helps in calculating the return on investment for different marketing campaigns, allowing for better budget allocation.

  3. Enhance Sales Strategies: With clear insights into where your leads are coming from, your sales team can tailor their strategies to better convert these leads into customers.

Viewing Your Lead Source Report​

To access your lead source report in Stack:

  1. Navigate to the Reports section from the main menu.
  2. Select Lead Source Report from the available options.
  3. Review the data to see a breakdown of leads by source, helping you identify which channels are performing best.

By effectively utilizing the lead source report, you can make informed decisions that enhance your marketing and sales efforts, ultimately driving growth for your business.