1. Start with the journey, not the answer to “How did you hear about us?”
A prospective client may visit more than once, read a page, return through another channel and then call. A verbal answer such as “Google” can leave that sequence unresolved. Bosseo describes Lead Attribution as recording the channel, referrer, landing page, device and sessions before contact, then attaching intake answers to the journey. Bosseo also describes calls joining the same journey record. Check whether your own records can distinguish the paths that produce useful consultations from paths that produce little more than traffic.
Recommended approach
Review whether your current intake records preserve the first known source, later visits, landing page, device, case type and contact outcome. If those fields are missing or depend on memory, ask Bosseo to show how the journey would be represented for your website and intake process.
