Product Hatching Ideas

Alternative to Using Generic Lead Sources

  • Lori Rezac
  • Oct 26 2017
  • Moved to Prioritzation
Rating BOB-0
Revenue or Retention? Other
Workaround Present Yes
Impact to Existing Customers Multiple
Customer ID(s)
Business Value 1 - Important to a few or none, little or no impact on brand, little or no competitive advantage
Urgency 1 - Not time constrained
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  • Mike Russell commented
    October 27, 2017 13:31

    Generic lead sources are used for a variety of things.  They can be used for lead routing from outside marketplaces such as Bankrate, Zillow or a website.  Once within marksman, they can be used as an additional dropdown on the rates page that allows us to apply profit and cost adjustments to.  You may also attach profit tables to these lead sources.  Alternatively, you can call for the lead source specifically in the ThirdPary API, allowing our clients to get creative with their systems.