Check bought leads before they reach your CRM.
Leads you buy from outside providers arrive in a separate list, tagged with the provider that supplied them. They join your CRM only when someone accepts them, and you can see how many from each provider actually converted.
Sourced leads arrive in their own list with the provider named on every row. Accept the ones you want, reject the rest, and your database stays yours.
The hub
What's in the sourcing hub.
See how many providers are connected and how many leads they have delivered. Four numbers show the whole funnel, and every sourced lead shows which provider supplied it. Accept or reject leads one at a time, or a whole batch at once.
1 provider connected, 70 leads imported
Nothing enters your CRM until you accept it.
Accept the leads you want. Reject the rest.
Rejected leads disappear completely, so there is nothing to clean up later.
- Review sourced leads in their own list, before they touch your contacts
- See which provider supplied each lead, or that it was added by hand
- Accept a lead and it joins your list with an owner and an age in days
- Reject a lead and it is gone for good
- Accept or reject a whole batch in one click
See what each provider actually converts.
The funnel shows how many leads came in and how many turned into business, even when that number is zero.
- See new, accepted, converted and imported counts side by side
- Filter the list by provider or by status
- Unscored leads show a dash, never a made-up score
- If the provider named no person, the lead says Unknown
- Import your own list, and those leads are marked as manual
Access
Who can do what.
Anyone on the sales team can review and work sourced leads. Connecting a new provider brings outside personal data into your business, so that decision needs a higher role.
See sourced leads and which provider supplied each one.
Accept or reject leads, and work the ones you accept.
Import a list, and act on the whole batch at once.
Connect providers and decide who can source.
Admin is the highest role and can do everything above, so give it only to the few people who really need it.
One sourced list, start to finish
Seventy leads in, seven accepted.
Seventy bought leads waited in the sourcing hub until somebody went through them. The seven that were accepted became ordinary leads, each with an owner and an age in days. The rejected ones vanished without a trace, and the conversion count will show what the provider was really worth.
They arrive in the sourcing hub, tagged with the provider that supplied them.