05/17/2020
Do you need a way to track where your leads are coming from? Here is a tracker I created in ClickUp to do just that!
This board view is grouped by a drop-down custom field that contains all of the referral sources, so each column displays a referral source with the leads that they referred. There is also a drop-down custom field that shows if the lead was converted or not. Finally, there is a label custom field that shows if the lead is also a referral source.
