Know which lead sources actually bring you clients.
A lead source records where a prospective client came from. Tag every lead with one and you can see how many prospects each channel sent, and how many your firm went on to sign.
A label on every lead, so the reporting means something
A source is a short name and a colored dot: Referral, Google, Walk-in. Attach one or more when you create a lead, or type a new name on the spot. Bookings and public forms tag themselves.
Sources you define
Name each channel your firm actually uses, and give it a color you will recognize on the board.
Keep the list short. A handful of clear names reports far better than a dozen near-duplicates like google, Google search, and web, all counting separately.
Lead sourcesAdd one whenever you need it
Build the list up front, or type a new name while adding a lead.
Some sources tag themselves
Bookings and public forms arrive tagged with their source.
Which channels bring work, and which bring clients
The intake overview ranks your sources twice: by leads sent, and by conversion rate. A channel can top the first and sit near the bottom of the second. Archive one and its old leads keep the tag.
Set up your source list.
Browse the docsFAQs
Labels, automatic tagging, renaming, and how the reporting counts.
What is a lead source?
A source is a short, reusable label that records how a prospective client found your firm, for example Referral, Google, Website, or Walk-in. Each one has a name of up to 64 characters and a color, shown as a dot beside it so you can pick it out at a glance. You can attach more than one source to the same lead.
Where do I attach a source to a lead?
On the lead itself. The Source field appears in both the new-lead and edit-lead dialogs, and it lets you pick from your existing sources or type a new name and press Enter to create one on the spot. The Sources page is only for managing the master list.
Does Esqase create any sources automatically?
Yes, for your public channels. A booking tags the new lead with a source named Booking. A public form submission tags it with a shared Form source plus a second source named after that specific form. If one of those does not exist yet, Esqase creates it the first time it is needed and reuses it after that.
Why does one lead from a form have two sources?
So you can report at both levels. The shared Form source rolls up everything that arrived through any form, and the form-named source tells you which particular form did the work. Keeping both means you can compare forms against each other without losing the overall view of form intake.
What happens if I rename a source?
The change applies everywhere the source is used, and every lead already tagged with it keeps the tag and shows the new name and color. That makes renaming the safe way to clean up duplicates: if a colleague typed google on the fly, rename it to your standard Google and those leads roll up under one source.
What is the difference between archiving and deleting a source?
Archiving takes a source out of circulation for new leads while leaving every lead already tagged with it untouched, and you can restore it at any time. Deleting removes it for good and is only possible once a source is archived. If you are unsure, archive it. Archiving keeps the history; deleting cannot be undone.
How do I tell which sources are actually working?
The intake overview ranks your top eight sources two ways: by how many leads each one sent in the period, and by conversion rate, which divides hired leads by decided leads. A source at 80 percent signed four of every five prospects it sent that you finished working. Open leads are left out of the rate.