Different Source Attribution Models: First Touch, Last Touch, Multi-Touch
Allow me to pick how sources are attributed to leads: first touch (first delivery of lead), last touch (last delivery of lead), multi-touch (a partial % attribution to multiple sources as the lead "touches"/engages each source)
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16 Sep, '24
Brady Gillerlain SystemHighlighted comment
"Visibility/management of source over lifespan of lead" (suggested by <Hidden> on 2024-09-10), including upvotes (1) and comments (0), was merged into this suggestion. -
10 Sep, '24
Alan MergedCreate a way to track and manage changes in source over the lifespan of a lead.
For example, “Joe Smith” originally comes to Spyglass as a buyer sourced from Ylopo, signs their contract, and is recorded as a closed transaction. Joe returns 3 years later to sell their property, this time contacting their previous agent directly. The Spyglass team would consider Joe to now be a Sphere lead, but they don’t want to change/lose any transaction data from Joe’s original transaction as a Team lead.