closed deal source tracking | Voters | RealtyBackOffice Feature Requests Platform

closed deal source tracking

complete

Peter Deely

can you add a field that will identify the source of a client. ie. referral, company lead, SOI lead, etc. So that the end of the year we can track where business is coming from

January 7, 2019

Javier Alvarez

marked this post as

complete

Contact source has been available in people for some time now

Javier Alvarez

marked this post as

in progress

We are adding custom tags, this should help narrow down where the lead source came from. Coming soon...

Andrea Thompson

I was looking for this as well. I would love to track the source of our business.

Javier Alvarez

Hi Peter with RBO the place to track deal sources is in opportunities, we will look in the future in transferring a an opportunity source maybe into a transaction.