1. Replace “How did you hear about us?” with a journey record
A client’s answer may be incomplete. Bosseo’s public Lead Attribution page describes records that include the channel, referrer, landing page, device, session detail and intake answers. It also describes calls joining the same journey. That can give your team more context than a manually entered source field. For an Upper Macungie firm, the relevant test is not whether the township’s population implies demand. It is whether people who contact your firm after finding an Upper Macungie or Lehigh County service page can be distinguished from people arriving through another path.
Recommended approach
Review a sample of recent inquiries and identify what your current process actually preserves: first source, return visits, landing page, case type, call connection and eventual outcome. Ask Bosseo which of those fields can be connected for your systems and how exceptions would be handled.
