Skip to main content
Sales: Campaigns

What do I put under campaigns?

Updated over a week ago

Which campaign(s) influenced the potential new client to reach out to you?

You can choose campaigns in addition to a referrer (see Referred By help for more info).

We keep track of campaigns so that the firm owner knows whether to invest (if the campaign is bringing good leads that pay their bills), or divest (if the campaign is bringing in the wrong type of client, or the campaign is bringing in clients that are not paying their bills.

Additional campaigns can be set up by clicking the

Did this answer your question?