1. Start with the journey, not the client’s memory
A person may remember a search engine, a recommendation or a paid listing without remembering the page that influenced the decision. Bosseo describes Lead Attribution as recording the channel, referrer, landing page, device and session detail associated with a lead. Its public product description also says intake answers can be attached to that journey. That distinction matters in Duarte because the relevant geography is not an abstract statewide audience: your firm needs to know which visits and inquiries actually relate to its service area and case mix. Your own records must answer that question.
Recommended approach
Review whether each inquiry can be connected to a source and to the information your intake team already collects. Separate measured records from a caller’s recollection. During a consultation, ask Bosseo to show how a Duarte-related inquiry would appear in the system and which fields remain available when the person returns later.
