PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Clients > Client Maintenance > Lead Sources
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. 

PATHWAYS TO SUCCESS...  

The lead source is a very important tool. Keeping track of how customers hear about you and become clients can have a significant impact on how you spend your valuable marketing dollars. The software is designed to provide detailed sales analysis on these lead sources, so don't forget to ask your new clients where they heard about you so you can complete the “Lead Source” section. See also: Analysis Reports

Setting up Lead Sources

Create a Lead Source List

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

  2. Add, Delete, or Modify your list.

  3. 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 Spectra/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 your software:

  1. Go to Maintenance > Preferences > Company (Studio) 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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