1. Start with the journey, not a guessed source
A client’s answer to “How did you hear about us?” may be incomplete. Bosseo describes Lead Attribution as showing the channel, referrer, landing page, device and sessions associated with a lead’s journey. Its public product description also says intake answers can be attached to that journey. That distinction matters for a Gold River firm serving a defined place within Sacramento County: a local search visit, a later return visit or another referral path should be reviewed as part of one record rather than reduced to a broad label.
Recommended approach
During a consultation, review how your team currently records first contact, return visits, source descriptions and case type. Decide which fields are useful for evaluating Gold River inquiries without treating the location’s population as evidence of demand.
