There are lots of different metrics you can assign to leads for reporting purposes, it is important to know the difference between them so that your reporting can be as accurate and helpful as possible.

This is where the lead/yourself actually submitted/captured the details of the inquiry. Some examples of Lead Sources are below:

This is where the lead heard about you. For instance, a friend may have told them about your club, which then made them go to your website and fill out the inquiry form. The Heard About Method would be the friend/word of mouth, but the Lead Source is your website inquiry form. Another example of this would be George Hanson who is a current member with you refers a friend – the Lead Source would be ‘Member Referral’, but the Heard about Method would be ‘George Hanson’. Some more examples below.

Tags are any extra pieces of information that you may deem important that is not already captured in the Lead Source or Heard About Method. Some examples of tags are:

Deals are what level/term of membership you have closed a lead on. Examples of Deals are.

Lost reasons are the reason why the lead did not sign with your club. Please note that if a lead has ‘gone dark’ and you have not been able to reach them, you would mark this lead as ‘inactive’ rather than lost. A lead is lost when they explicitly tell you they are not interested or when they cancel their membership. Examples of Lost Reasons are: