Project Sources and Tracking

3 articles in this collection
Written by Becca Berg and Sam Gioia

How to Create and Apply Project Source Tags

Keep track of where your leads are coming from using Project Source Tags!

Written by Sam Gioia
Updated over a week ago

Add a Project Tracking Element to Your Forms

Ask your clients how they heard about you and Dubsado will apply a project source tag automatically.

Written by Sam Gioia
Updated over a week ago

Using the Project Breakdown Page

Get an overview of how many projects you have and the net income of those projects per source.

Written by Becca Berg
Updated over a week ago