Leads
Upload leads, compare vendors, read lead ROI.
Running the numbers on a vendor? Try the free lead ROI calculator →
- Upload internet leadsBring a lead vendor's file into Producify, then read what the upload added or changed.
- Match leads file columnsTell Producify which column in a vendor's leads file holds each field. The choice is saved for that vendor's next file.
- Delete a leads uploadFind an old leads file in Upload History and delete it, along with the leads it brought in.
- Find a lead in the Leads LogFind any lead your office has uploaded with the date button, Search and the filters, and read the badges that say what happened to it.
- Edit or delete a leadFix a mistake on one lead in the Leads Log, change several leads at once, or delete a lead that should not be there.
- How leads are matched to salesSee which sale a lead was matched to and why, what makes a match, and when matching runs.
- Link or unlink a lead and a saleLink a lead to its sale by hand when matching missed it, or remove a link that is wrong.
- Mark a lead returned or creditedRecord the leads a vendor gave you credit for, by hand or from the vendor's file, so your spend and conversion match what you were billed.
- Add a lead vendor and its spendAdd a vendor that sells you leads as a source, mark it as a lead provider, and type what you pay it each month.
- Rename or delete a sourceFix a source's name, fold one source into another, turn one off, or delete one, with its sales, leads and spend moved where you choose.
- Read the ROI pageRead the Marketing ROI tab on Leads, from the Period totals card to each vendor's spend, cost per policy, return and pay-back time.
- Compare lead vendorsPut your lead vendors side by side on the Leads page. Compare conversion first, then cost, by period, lead type and profile.
- Save a Leads page as a PDFMake a PDF of the Conversions, Marketing ROI or Leads Log tab, charts included, to print or send.