Lead Sources By Tag

This template returns the lead sources responsible for the selected tag getting applied.

To begin, click the “+” icon on the Dashboard and type “Lead Source” into the search bar. Then select the “Lead Sources By Tag” template.

There are two chart types, column and bar. I’ll use column.

Checking the “Show Total Number” box will display the total number of tags applied to contacts will be displayed in the top-right hand corner of the chart.

Navigate to the “Options” tab and select a tag.

Now select your date ranges.

For ultimate control and customization, use the “Criteria Builder” to include additional rules and requirements to the report.

Once you have your everything set, click “Save Preferences” on This Widget.