Lead Sources with Greater Precision

When you’re investing in multiple marketing channels, visibility matters. Knowing exactly where your leads originate helps you evaluate performance, refine strategy, and prioritize follow-up with confidence.

Real Geeks managed marketing leads now include more precise source labeling, giving you clearer insight into campaign performance.

The Change

Lead source tracking for managed marketing campaigns has been enhanced. Leads now display the specific channel they originated from:

What You Can Do With It

1. See pipeline performance by channel

   Use Advanced Filters in your CRM to view leads from a specific source—giving you a clearer picture of which campaigns are filling your pipeline.

2. Adjust follow-up based on lead behavior

   Leads from different channels often enter your pipeline with different levels of intent. Source visibility helps you tailor workflows and communication accordingly.

3. Route leads more strategically

   For teams, source data can be used in CRM Round Robin rules to distribute leads based on agent strengths, speed, or specialization.

What You Need to Do

Log in to your CRM to view your leads by source.

Default workflows in the CRM workflow library have already been updated. If you’ve built custom workflows or Round Robin rules, be sure to review them to confirm they reference the new lead sources.

You can also check out the full guide on these lead source improvements for even more details on how they support your pipeline organization.


Not using Real Geeks managed marketing yet? Let's talk about getting you set up with done-for-you lead generation—with clearly tracked leads from day one.