Lead tracking

Lead tracking

If you run promotions or advertising campaigns it’s likely that you will want to track the number of potential clients responding to these. You can alter the 'How did you hear about us' field in the Dropdown Options field.



To customise the How did you hear about us field:
1. Select the Company Details tab.
2. Select 'Dropdown Options'.
3. Select 'How did you hear about us'.
4. Select the New button to add in items.

Note: Select the Detail button to amend and the Delete button to remove

You will see your changes updated in KBBConnect after you have either refreshed or re-logged in to the system.