Marketing Campaigns

Below is a sample of how Marketing Campaigns can be beneficial for tracking your ROI.

Create a folder called "Vendors"

• Add a marketing campaign for each vendor that sends you leads so you can track the leads you receive from them

Open

Track how well Marketing Campaigns have performed by viewing the conversions from leads generated to projects created to orders booked. View the costs per lead for the campaign.

Open

All of this information is automatically compiled just by attaching a lead from a dropdown to a pre-configured Marketing Campaign. See the dropdown for selecting the Campaign in the image below.

You can view Marketing Campaign details such as View Leads list and View Projects Created lists.