How do I track where every lead came from in TactStack?
Short answer
Capture the source on every inbound path: tracking numbers per channel, hidden source fields on forms, and a required source question for walk-ins and referrals. Then report on booked jobs and revenue by source, not just lead counts, so you can see which spend actually pays.
Before you start
- A list of every place a lead can come from.
- Tracking numbers available for key channels.
- Form fields that can store a source.
- A short list of source names everyone uses.
Step by step
- 1
Write the source list first
Ten to fifteen names maximum, agreed by everyone, no free text.
Free-text sources produce fourteen spellings of word of mouth.
- 2
Give major channels their own number
A distinct tracking number for your ads, your truck wraps, and your business listing.
Phone leads are invisible to web analytics without tracking numbers.
- 3
Capture source silently on forms
Hidden fields carry the campaign and page into the contact record.
Asking a web visitor how they found you adds friction and lies.
- 4
Ask humans the question consistently
Scripted for phone calls and required in the booking flow for walk-ins and referrals.
Referral revenue is invisible unless someone asks.
- 5
Report on revenue, not leads
Booked jobs and dollars by source, with cost per booked job where you spend money.
The cheapest leads and the best leads are rarely the same source.
- 6
Audit for unknowns monthly
If more than ten percent of contacts have no source, find the leaking path.
Unknown is the source that quietly eats your budget decisions.
What good looks like
- Every lead carries a source you trust.
- Marketing decisions come from booked revenue.
- Referral partners get credited and thanked.
- Wasted spend becomes obvious.
Common mistakes
The ways this goes wrong in sales, and what to do instead.
Free-text source fields›
The data becomes unreportable within a month.
Do this instead: Use a fixed dropdown list and train the team on the exact names.
One number for everything›
Every phone lead lands in the same undifferentiated bucket.
Do this instead: Assign separate tracking numbers to your highest-spend channels.
Judging sources by lead volume›
The source with the most leads is often the one with the worst close rate.
Do this instead: Report booked jobs and revenue per source, plus cost per booked job.
Frequently asked
5 questions about track where leads come fromRelated guides
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