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Using Lead Sources

Lead sources help you track where your new clients and prospects are coming from. Did they see your work on Facebook or Pinterest? Did one of your current clients tell their friends about you? Did they pick up a card at one of your business partners? Keeping track of this information provides you with valuable insights as you manage your marketing dollars. Stratus provides detailed sales analysis of your lead sources, so don't forget to ask your new clients where they heard about you!

Setting up Lead Sources

Note: You may have already have several lead sources set up if you used the Preferences Wizard to get started with Stratus.

Create a Lead Source List

  1. Go to Maintenance > Clients > Lead Sources to open your lead source list.

  2. The following editing options are available, either on the ribbon or directly from the grid:

    • Add a Lead Source - Click New on the ribbon, or type directly into the first line of the grid. If you want to add a lead source at a specific spot in the list, use the Insert tool. 

    • Modify a Lead Source - Double-click the lead source and then edit the description.

    • Delete a Lead Source- Highlight the lead source and click Delete on the ribbon.

    • Change the Order - Highlight a lead source and use the Move Up and Move Down tools on the ribbon.

    • Make a Lead Source Inactive - Check the Inactive box to hide a lead source you are no longer using (but may not want to delete).  

  3. You may also want to:

    • Hide Inactive Lead Sources - Click Hide Inactive on the ribbon to hide (or reveal) any inactive lead sources.

    • Print the List - Click Print on the ribbon to generate a printed report of your lead sources.

    • Export the List to Excel - Click Export to Excel to export an Excel file that you can download.

  4. Close the window when finished.

Limit Lead Sources to the List

When creating or modifying a client, a lead source can be chosen from the drop-down list on the client record. This list contains the lead sources that have been set up in your master lead source list (above). By default, your Stratus users will be also be able to type in new lead sources on-the-fly instead of choosing one from the list. Lead sources that are typed in at the client level are not added to your master lead source list. To keep users from adding their own lead sources, change the following setting in Stratus:

  1. Go to Maintenance > Preferences > Company Preferences and open the Clients page.

  2. Scroll down to the Client Entry Options section.

  3. Check the "Limit the Lead Source to the List" option.

  4. Click OK to save your settings.


See also

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