You can use the Source column on your Pipeline Web page to track your deal flow sources. For example, you can create a Source Tracker for each of your partners to track who’s referring to you the most companies.
Step 1: Add a source tracker
- Go to your Pipeline web page
- Go to your Source column
- Click Manage
- Type the Source Tracker name in the “Add source tracker” text field. Source Trackers shouldn’t include spaces or special characters like commas, periods or slashes.
- Click Add
- Type the source name in the “Associate this source tracker with” text field
- Click one of the suggestions that are displayed, or add your own
Step 2: Give your Source Tracker URL to your deal flow source
- Click Get the URL for this source tracker
- Click the Copy icon for the URL of the page that you want your source to use
- Give the entire URL to your source. The URL should include the Source Tracker.
- When a company will use the Source Tracker URL to connect to one of your pages on F6S, the Source will be added to the Source column.
Note: All sources are fully searchable in the main search bar