Tracking your return on investment is essential to making informed decisions on where to allocate your marketing budget. Mercury Nexus comes with powerful reporting functionality, but first you need to record the data.

Lead Sources can be found on the Opportunity record and are used to track where your business is coming from. You can add, delete, rename and filter your lead sources. You can also choose which Virtual Branch the Lead Source is available and assign an opportunity to a Lead Source for reporting purposes.

How do I set up a lead source?

1. Open the Admin app and select CRM Settings from the main left-hand menu.
2. Navigate to Lead Sources in the top menu.
3. Use the +Add button to launch the Manage Lead Source window.
4. Give your Lead Source a name.
5. Check All if you want the source to be available to everyone.
6. Check Select who can view the lead source and select the relevant Branch Name to only enable the source for branches.
7. Click OK.
8. To remove a source, highlight, click the Delete button and OK.
9. You can remove Lead Sources using the Delete button.

How do I assign a lead source to an Opportunity?

1. Navigate to your CRM
2. Open the relevant Opportunity Record
3. In the Details tab, navigate to Lead Source
4. Click on the drop down menu and select the Lead Source you would like to assign.

You can then use the Lead Source report to understand how many leads come from each source and the value of each lead source. Learn how to generate a lead source report here.