2. Replace “How did you hear about us?” with a journey
Bosseo’s public Lead Attribution page describes a record containing the channel, referrer, landing page, device, and session history before contact. It also describes attaching intake answers to that journey. That is materially different from relying on a caller’s memory or a manually maintained source field. A Tabernacle visitor may encounter a page, leave, return later, and then call; a single remembered answer may omit the path that preceded the call.
Recommended approach
During a review, compare the information your team currently captures with the journey fields Bosseo describes. Pay particular attention to the landing page, referral path, return visits, device context, and intake answers. Adopt a narrower reporting rule: treat a source as useful only when it can be connected to the inquiry and later outcome with appropriate confidence.