Settings
Choose a settings area, make the change, then move on without digging through one long page.
Sources Needing Review
Connect unrecognized intake signals to the right lead source so future emails match automatically.
Needs sourceInbound Phone Call+17065108376
The CRM could not match this intake to a saved source rule. Pick the factor that should identify it next time.
Jul 16, 4:18 PM
Source text
Inbound Phone Call
Needs sourceClosed-loop SMS testSMS Loop Test
The CRM could not match this intake to a saved source rule. Pick the factor that should identify it next time.
Jun 26, 8:55 PM
Source text
Closed-loop SMS test
Needs sourceProduction SMS TestSMS Test 213403
The CRM could not match this intake to a saved source rule. Pick the factor that should identify it next time.
Jun 24, 9:34 PM
Source text
Production SMS Test
Lead Sources
Current lead attribution channels and saved matching rules.
| Name | Type | Rules | Status |
|---|---|---|---|
| Apartments.com | listing service | Sender domainSource text | Active |
| Closed-loop SMS test | unknown | No saved rules | Active |
| Direct Email | Source text | Active | |
| Facebook Marketplace | listing service | Source text | Active |
| Inbound Phone Call | unknown | No saved rules | Active |
| paid social | No saved rules | Active | |
| Manual Entry | manual | No saved rules | Active |
| Meta | paid social | UTM sourceUTM source | Active |
| Production SMS Test | unknown | No saved rules | Active |
| RentCollegePads | listing service | Sender domainSource text | Active |
| Twilio Production Test | listing service | Source text | Active |
| UGA Off-Campus Housing | listing service | Source text | Active |
| Unknown Listing Service | unknown | No saved rules | Active |
| Website | website | Page URLSource text | Active |
| Website Chatbot | website | No saved rules | Active |
| Website Tour Booking | website | No saved rules | Active |
| Zillow | listing service | Sender domainSource text | Active |