Find out where your customers come from (attribution by channel and form)

What you'll achieve

See how many leads and how many won sales each channel brings you (WhatsApp, web form, bookings and more) and each lead capture form you have published.

Before you start

Both sections are in the view Sales of the CRM.
It's attribution based on the recorded source; it doesn't track every customer interaction.
It respects your filters and permissions: the administrator sees the whole company and team members see their own.
To see sales by WhatsApp ad, use the guide “How to see which sales each WhatsApp ad brings you”.

Steps

In the side menu open Sales CRM and click Sales.
Scroll down to the section Source by channel. Screenshot: Source by channel section
Review one card per channel. The possible names are: Web form, Web booking, Manual or no channel, WhatsApp, Facebook, Instagram, TikTok, Web widget, Email, SMS, API or Other channel.
On each card read Leads (how many came through that channel), Won (how many were closed as won) and the won value in COP and USD.
Compare the cards: a channel with many leads and few wins calls for reviewing quality or follow-up; one with few leads but many wins deserves more investment.
Scroll down to the section Web lead source. Screenshot: Web lead source section
Each card is one of your lead capture forms, with its name, Leads, Won and the won value per currency.
Use it to find out which form or page on your site brings the best customers.

Expected result

You know which channels and forms generate the most leads and won sales, so you can decide where to focus your time and investment.

Common issues

I see “There are no leads to analyze yet.”

There are no opportunities recorded with a source yet. They'll appear as leads come in.

I see “There are no opportunities captured through forms yet.”

No requests have come in through your forms yet. See the guide “Create a lead capture form and publish it”.

Many leads show up as “Manual or no channel”.

They're opportunities created by hand or without a linked conversation.

Bookings appear separately from forms.

That's expected: bookings are counted as Web booking.

My social media campaigns don't appear.

This section doesn't attribute conversions from social media or bulk sends.

When to contact support

Write to us if a channel shows data that doesn't add up. Send us: your company name, the channel or form, active filters, what you expected and what you see, and a screenshot of the section.