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Sources and stages

Where customers come from—and where they stall.

Source reports show which channel, campaign or QR code brings the most and most valuable customers; stage reports reveal where customers stall and the conversion rate between stages.

SEE IT IN ACTION

Sources and stages

Where customers come from, and where they stall in the buying journey.

  • Stages you move with a tap
  • Chats and calls in one profile
  • Tags and lists for campaigns
HOW IT WORKS

Three steps, and it’s running.

01

Open customer reports

From the customers area.

02

Compare sources

Count and value per source.

03

Inspect stages

Conversion and time in stage.

WHY IT MATTERS

What you gain.

Smarter budgets

Spend on the profitable sources.

Fix bottlenecks

Find the stage that needs work.

Measurable growth

Every change shows up in the numbers.

YOUR NEXT CHAPTER

Better relationships. Start with one step.