Small business operations guide
How to outsource small-business lead source tagging
Make lead reports more useful by recording where inquiries came from without guessing when the source is unclear.
Quick answer
A lead-source tag should reflect the approved source record, not a guess based on the wording of an inquiry.
What to set up first
- use a fixed source list with examples
- preserve the original inquiry and referral detail
- flag missing, conflicting, or unverified source information
Keep the boundary clear
Do not invent a source, change attribution to improve a report, or promise a lead outcome.
How to tell whether it is working
Track leads tagged, unknown sources, and attribution questions awaiting review.