How to Use Lead Sources

When managing a (new) request in SafariOffice, you can indicate from which source you received the request.

This is mainly for your marketing insights, to help you determine which marketing tactics work best for your company. As a result, you can tell which of your marketing efforts is giving you the best ROI (return on investment).

Adding the Source of a New Request

If you want to add the source from which you received the request, this is done on the request page as you add the client information. 

Please note: If you have received a request directly from SafariBookings, the field will automatically be filled in with 'SafariBookings' as the source.

If you have already added the request details:

1.  Scroll to the very top of a request, in which you can find 'Source' and click on 'Edit'. 

2.  After you click on 'Edit', expect a pop-up with an empty field in which you can indicate your source. 

3a. Now, click the empty field and select the source from which you received the request of your client (e.g., select 'website' if you received the client's request from your website).

3b. If you do not see your necessary source from the drop-down box, type the custom source yourself in the empty field and 'click enter' or 'click the green +'. 

4.  Finally, after you fill in the correct source, press 'save'.

TIPS: You can view your requests per source in your 'Insights' tab. Here you can see the top 3 sources that generate the most requests from your clients.