Register the origins and sub-origins of your leads - Spotter V2

    What are Origins?

Origins  are used  to identify where the leads that were generated came from. 

Some examples of Origins: 

• Announcement;

• Event; 

• Inbound Marketing; 

• Recommendation; 

• Active prospecting; 

• Between others. 

Because it's important?

Being able  to measure the results  according to the  origin of the leads  will help you understand where best to invest efforts in the future, knowing which channels give the best results. 

In addition, origins are an essential field when registering leads. 

How to register origins:

To register origins and sub-origins, you must:

1.  Access the  Settings > Manage Defaults menu.

2.  On the Patterns page, access the  Origins tab

3.  Go to the  Sources tab , and click  Create.

4.  If you want to edit the naming of an Origin, click on the pencil icon for  Edit . 

5.  If you need to disable an origin, just click the blue switch " " and the market will be disabled and the switch will turn gray " ".

6.  To delete an Origin, just click on the three dots as shown in the print below:

Note: Only origins that have not been used can be deleted, origins already used can only be deactivated.

7.  If you need to segment the origins, you can enter them in  Sub-Origins . To do so, go to the  Sub-Origins tab, 

select the Origin you want to link a new Sub-origin to:

Then click Save .

If you need to disable a Sub-Origin, just click on the blue switch " " which will be disabled and the switch will turn gray " ". 

To delete an Origin, just click on the three dots as shown in the print below:

Obs.: Only sub-origins that were not used can be deleted, already used sub-origins it is only possible to deactivate them.

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