Acquisition sources in Livespace CRM

An acquisition source in Livespace CRM is a source from which a given deal or contact comes from. Filling in the information about the source gives you an overview of which deal (and from which source) is the highest or where from your company acquires its clients most often.


Turning acquisition sources on

In order to turn acquisition sources on in Livespace

  1. As an Administrator, go to Account settings.accset
  2. Choose Sources from the left side menu.sources
  3. Click on Turn on acquisition sourcesturnon
  4. From now on, when editing contacts or deals (or adding new contacts and deals) you’ll see an option of choosing a source.source

 

Choosing an acquisition source for contacts and deals

When you turn on acquisition sources in Settings, you’ll see an option of choosing a source when adding or editing deals, companies, and people.

You can set up a source when creating a deal or contact:choose
Or you can do it later, by opening a deal or contact’s profile and editing it.edit
When you do it by editing it, you’ll see a form similar to this one:choose2

Adding, editing and deleting sources in Livespace

In order to add, edit or delete a source:

  1. As an Administrator, go to Account settings.accset
  2. Choose Sources from the left side menu.sources
  3. In order to add a new source click on Add acquisition source button.adbuton
  4. Type in the name of the source and click Add.name
  5. A new source will appear on the list and will be ready to use when needed.allsources

In order to edit an existing source:

  1. Click on Edit button next to the source.editbuton
  2. Or on the name of the source.namesource
  3. You can now change the name of the source, don’t forget about Saving the changes.may2017

If you want to delete a source:

  1. Click on the x by the source’s name.delete
  2. Next, confirm that you want to delete this source permanently (it will be deleted from your contacts and deals as well).yes

Automatic sources transitioning from companies to deals and people

It is often the case that after adding a company, you add people working for it and deals you have with it. It is most certain that in most cases the acquisition source will be the same for those three things. You can set up Livespace to transition the source from a company to people and deals connected with it. In order to do that:\

  1. As an Administrator, go to Account settings.accset
  2. Choose Sources from the left side menu.sources
  3. Click on When adding new people and deals, automatically copy the company’s acquisition source.
    transition

From now on, the source you set up for a company…company
…will automatically be transferred to people you add to this company…kat

…as well as to the deals you’ll create with it.deal
You can change the source anytime if you want to.changecompany

Sources statistics in Livespace CRM

In order to see sources statistics:

  1. Go to the Statistics tab.stats
  2. Choose Contacts from the left side menu.
    contacts
  3. You’ll see a chart with your acquisition sources.chart
  4. You can display this data in a table form if you like, by clicking on the Table view in the top right corner.table
  5. The chart will be replaced by a table showing your statistics.sourcegroupowner
  6. Remember that you can adjust the view with filters on top of this page. Just click on more filters to display more options.morefilters