Hey everyone!
Quick question, how do you track where your leads are coming from? And more importantly, how do you know which marketing channel works best for you? Knowing exactly which sources are driving the best results allows you to maximize your marketing dollars! After all, we can’t just be throwing spaghetti at the wall and hope something sticks!
That’s where Source Management comes in. We built this REW CRM feature to help you dig into your lead sources, track what’s working (and what’s not), and ultimately see what’s bringing in the highest ROI. We want you to get a clear picture and focus on the ones that really pay off.
Here’s how Source Management helps:
Track spending across all your marketing channels
Easily add and organize sources to keep things neat and clear
Use Source View to break down your data visually in one simple table
You can follow these simple steps to set up Source Management:
- Log in to your REW CRM.
- Go to “My Setup” in the Leads View.
- Under Organize, hit “Sources.”
- Click the “+” button to create a new source.
- Fill in the basics (like “Source Name” and “Referrers”), and then hit “Log Spend” to track your budget.
- Enter the budget amount and timeframe, then click “Log.”
- Click “Save,” pat yourself on the back, and you’re done!
We’re also preparing a Source Management instructional video on REW Academy, so stay tuned!
I also encourage you to check out our blog post about Source Management to get the full details about this feature, Source View, the best practices, and benefits. And of course, if you’ve got questions or want to share your thoughts, drop a comment here 
! Nothing makes us happier than hearing feedback!
