Project Source Tags give you the ability to keep track of how your clients found you so that you can gain insight on which of your marketing efforts are bringing you the most clients. You can find your Project Sources under the REPORTING tab in the main menu:
They are simple to set up, so let's get started!
Adding Project Sources
To create a new project source, head to REPORTING >> Project SOURCES and click Add Source.
Enter the name of the source (i.e. Facebook, Google, Instagram, Word of Mouth, etc.) and pick a color for the tag. Click Save to add the source!
Want a custom color? Click the plus icon to open the color picker. Choose a color or enter a HEX code and click "Add" then "Use this color" to apply it.
Applying Project Sources
Project Source Tags are applied to individual projects. Open the project you would like to tag with a source and scroll down until you see the heading Referral Source in the left side bar.
Simply select the source you would like to apply to that project from the dropdown.
You can also select "Create New Source" to add a new lead source tag on the fly. It will be saved so that you can use it on other projects in the future.
We recommend tagging each new project for a returning client with the same referral source.
For example, if a client found you through Instagram originally and they return to work with you again, you should also add the Instagram project source tag to the new project.
Viewing Project Source Data
You can view the number of projects per lead source back under REPORTING >> PROJECT SOURCES. The count under the Projects column includes all projects with that source tag applied - leads, jobs, and archived.
From the Projects page, you can filter your projects by source and/or turn on the Project Source column if you would like to see the lead source of each of your projects at a glance. Head to the PROJECTS page and click the Customize button. Under the Columns section, you can turn on "Project Source."