Marketing tracking (UTM)

Track where leads come from using campaigns, mediums, and sources.

Setup

Before or while entering leads, configure lists under UTM:

On CRM leads

When creating or editing a lead, set Campaign, Medium, and Source so pipeline and lead reports show marketing attribution.

Reporting

Use CRM Leads Analysis and related reports to see performance by source and campaign.

Next steps

• CRM

Sumeru is pre-alpha (no tagged release, no upgrades). Part of Project Meru.