Managing and Reporting Lead Sources with NDIS Software

CareVision NDIS Software streamlines lead source management and reporting, crucial for tracking client acquisition origins. Lead sources signify the initial channels through which leads engage with your business or website. Understanding lead sources enables precise reporting on Marketing Spend ROI, facilitating informed allocation of resources towards customer acquisition.

Distinguishing between Lead Sources and Lead Source Mediums is vital:

Lead Source: Primary channels through which leads reach your business (e.g., website, word-of-mouth, social media).
Medium: Segmentations or subcategories within Lead Sources (e.g., Instagram, Facebook, Twitter).

In CareVision, managing lead sources is simple:

Log in to your CareVision account.
Navigate to "Settings."
Access "Lead Sources."

Effortlessly view, update, and manage lead sources and their mediums. Visit carevision.com for comprehensive guidance on lead source management and reporting within CareVision.

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