Lead management

Overview

Lead labels distinguish prospective clients from active clients. They appear on client and request lists and on qualifying client profiles.

Use labels, sources, filters, and reports to prioritize follow-up and measure which acquisition channels produce work.

When does a lead become a client?

The Lead label remains until:

• A job is created.
• An invoice is sent.
• A quote is approved.

After one of these conversion events, the lead becomes an active client and the label is removed.

Once converted, the profile remains an active client rather than returning to lead status.

Track lead sources

Default sources include:

• Referral.
• Google.
• Facebook.
• Instagram.
• Flyer.
• Vehicle wrap.
• Event.
• Other.

Create custom sources from the lead-source dropdown. Up to 100 total sources can be configured, including defaults.

The source appears on the client profile and in reporting.

Automatically add lead sources using UTM tracking

Add UTM parameters to request and booking links:

• utm_source
• utm_medium
• utm_campaign
• utm_term
• utm_content

Fieldified uses these values to attribute incoming requests and bookings to their campaign and source.

See Client basics for request and booking URL setup.

Report on clients and leads

Use client reporting to review:

• Client and lead conversion.
• Lead sources.
• Contact information.
• Quotes and jobs.
• Revenue.
• UTM campaign details.

Use the Clients report

Review each client’s:

• Lead source.
• Captured UTM data.
• Quote count.
• Booked jobs.
• Conversion.
• Revenue.

Use it to compare source quality and identify where the sales process loses opportunities.

Use the Lead Source report

Compare each source by:

• Leads and clients generated.
• Quotes created.
• Jobs booked.
• Revenue.
• Conversion rate.

Use the selected period to compare campaigns consistently.

Use the Client Contact Info report

The contact report can include:

• Lead status as of the report date.
• Lead source.
• Name.
• Phone number.
• Email address.

Lead status represents the client’s current status when the report is generated.

Importing clients

Imported records enter Fieldified as client records.

Use the import’s status and lead-source columns when the migrated data should preserve prospect classification and attribution.

See Import clients.

How does lead tracking work with integrations?

Clients created by lead-source integrations can receive the integration name as their lead source automatically.

When an integration owns source attribution:

• The source identifies the originating application.
• The source can be protected from manual changes.
• Reporting groups the lead under that integration.

General data-sync tools and accounting imports can use their own source-mapping rules.

Leads and accounting integrations

Lead and active-client records can sync as customer records. Their internal lead label does not prevent financial records from syncing after work begins.

Leads and marketing integrations

Marketing integrations can receive lead status as a contact field.

Use it to build segments such as:

• Leads without approved quotes.
• Leads with recent requests.
• Lost leads.
• Leads by source.

Campaign targeting can then focus on converting prospective clients into booked work.