1. Product Release Information

2. New Features

2.1 Lead Sources filtered by Contact Method

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1. Go to Admin > Lead Properties > Lead Sources. You will see on this main page that an additional column has been added: Linked to CMs. This let's you quickly view which Contact Methods each Lead Source is linked with. 
2. Find a Lead Source and click Edit (or Add a New Lead Source)
3. Check/Un-Check the Contact Methods that you want this Lead Source to be linked and Save.
4. Have staff log out and back in for this change to take effect.
   
   

2.2 Ability to change Lead Source

Many of you have asked to be able to change a lead's Lead Source. For example, maybe a lead heard about your club through Word of Mouth last summer, but it was your recent iPad Promotion that made that lead come back in this spring and join. Or, maybe the lead first says "Oh, I just drove by", but when you talk further you learn they've been driving by for 3 years and stopped in TODAY because they heard a promotion on the radio. The ability to change a Lead Source is now a feature you can set for your club. Don't worry, the default for your club will be set to OFF so you can turn it ON when you are ready.

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Multi-Club Reports are available for clubs on the Pro Version. For more information about the Pro version contact sales@intouchfollowup.com. 

3. Enhancements

2.3 Lead Source Reports

To enable the new Multi-Club Lead Source Sales Report we have rewritten the single club Lead Source Sales Report. The report shows the same data as the old report it just looks a little different and has the following 2 additions: 

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The objective of this report is to help you answer the questions: - 

• "Which is the most effective Lead Source/marketing campaign for adding new Leads"
• "Which is the most effective Lead Source/marketing campaign for converting leads to sales"
• "How many leads did I generate this month from that lead source/campaign"
• "How many sales did I generate this month from that lead source/campaign"

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