Lead Sources

A Lead Source is a method for getting new Clients (e.g. an advertisement in a periodical publication, a trade show, telemarketing or a radio or TV commercial). In AcctVantage, the Lead Source area allows you to analyze how your marketing strategies are working. When entering new Prospects/Clients or Sales Orders, you can associate them with Lead Source you have defined. Then you can run a report on the Lead Source and quickly determine their effectiveness.

1. Open the Lead Source window.

Navigate to Sales ➤ Lead Source

Open the Lead Source window.

2. Create a new Lead Source record.

3. Enter the Lead Source data.

  • Name: The name of the Lead Source.
    • For example, you might want a Lead Source to track sales generated by an ad in Hittin' the Trail magazine. In this case, you would include something to that effect in the Lead Source Name.
  • Campaign: Usually defined as an overall marketing effort for a project. For example, “Summer 2013” to note the advertising campaign for upcoming seasonal offerings.
    • A Campaign can be linked to as many lead sources as you want, but a lead source cannot belong to more than one Campaign. Click here to access the pop-up list of existing Campaigns (or add to the list), then select one and click OK.
  • Type: Lead types are used to group Lead Sources (e.g. Internet or Print Advertising). Click here to access the pop-up list of existing Lead Types (or add to the list), then select one and click OK.
  • Start Date: The date that the Lead Source was first used, in MM/DD/YY format.
  • Stop Date: The date that you stopped using the Lead Source, in MM/DD/YY format.
  • View History: Click here to view a history of the Lead Source's usage. For Lead Sources in particular, you can view the following:
    • Sales
    • Cost of Goods Sold
    • Initial Sales
    • Repeat Sales
    • Leads Generated
    • Sales Generated
  • Inactive: Renders the Lead Source as inactive.
    • Select this option if you do not plan to use this Lead Source any more.
    • This allows you to exclude the Lead Source from your analyses and searches without having to delete it. To reactivate a Lead Source, simply uncheck the box.
  • Cost Total: The total cost associated with the Lead Source.
  • Memo: This free-form fields can contain any notes related to the Lead Source.