Adding a Lead Source to your PhoneBurner Contacts

How to Add and Assign Lead Sources for tracking and reporting

Assigning a named Lead Source to your contacts at the time of import allows you to track and report on your leads within the PhoneBurner contact manager. This includes filtering your ARMOR™ Analytics by Lead Source name. You can also use the Lead Source as a search parameter when using the Advanced Search feature. 

Add and assign a Lead Source at the time of import 

When importing contacts, it is possible to assign existing Lead Sources or add new ones. 

During Step 3: Organize Data, you will have the option to select a lead source in the drop-down. You can either create a new lead source or choose an existing lead source. 

Add and edit Lead Sources within the Contact Manager 

You may edit your existing Lead Sources, or add new ones, from within the Contact Manager settings. You will still need to assign a Lead Source at the time of import. 

Select your image or initials in the top right corner > Contacts > Lead Source 

This page displays the current Lead Sources to edit or delete, and you also have the option to + Add Lead Source.

Assign a Lead Source using the PhoneBurner API 

If you are using the PhoneBurner API, to have contacts created with a Lead Source you will need to create a Lead Source and include that ID in your API payload. Visit the Lead Source page and create + Add Lead Source if you want to assign a new Lead Source for the leads coming in from the API. 

You must then use the source_id parameter to correctly post the contact details via the API. For further information on using the source_id parameter, please see the following: PhoneBurner Developer Documentation: source_id

Using Lead Source in Advanced Searches

Lead Source can be used as a parameter with Advanced Searches: 

ARMOR™ Dashboard: Filter By Lead Source 

Within the ARMOR™ Dashboard, you can filter by Lead Source to see how calls from each source have performed. 

Team Reports: Standard Reports - Leads By Lead Source

This basic report is for checking out how many contacts have come from each source.

Frequently Asked Questions 

Can I add a Lead Source to my existing contacts? 

Lead Sources need to be added to your contacts at the time of creation. If you need to add a Lead Source to your existing contacts, you will need to re-import and update those contacts. 

I am a single-seat account but would like access to Lead Source reporting. How do I get access? 

Reports are only available by default to Team Admins. If you have a single-seat account and you want access to reports please contact support@phoneburner.com and request to add this link https://www.phoneburner.com/enterprise/reports/dialer/index  to your Quick Links Menu.

If I change an existing Lead Source will it automatically update contacts with the previous lead source?

Yes, if you make changes to an existing Lead Source it will automatically update contacts who have the previous Lead Source associated. 

If I delete a Lead Source will it be deleted from all existing contacts or just from future selections? Can I recover a deleted Lead Source? 

If a Lead Source is deleted, it remains on the existing contacts, but cannot be added to future contacts. Existing contacts can be found using an Advanced Search for that Lead Source. We are unable to recover deleted Lead Sources.