Every time that a customer interacts with your website, the LISA admin tracks all related information—allowing you to quickly find out where a lead came from, what page they converted on, and more.

To view a lead's sourcing information, follow the instructions below.

1. Go to Activity

Go to the Activity section, and click the Manage link to go to the Activity Manager. 

2. Find the Customer

From the Contacts tab or the Activity tab, find the customer you're interested in. You can use our tips for assistance: searching the Contacts tab or searching the Activity tab.

Once you have located the customer, click on the contact to open their contact details page (shown below).

3. Click an Activity

Each individual activity that a customer completes on your website (for example, filling out a quote form or submitting a review) will come with its own detailed sourcing information. All activities from the same customer are summarized in the Activity Timeline at the top of the page.

From the lead's Activity Timeline, click a specific activity to see sourcing details.