1. Connect Lancaster inquiries to the journeys that produced them
A Lancaster address in an intake record does not explain how a prospective client reached your firm. The useful record is more specific: the channel, referring source, landing page, device and prior sessions associated with the inquiry. Bosseo’s public Lead Attribution page says those details can be connected to intake answers and calls. That distinction matters when a person first visits a service page, leaves, and later returns by another route. A remembered answer such as “Google” is not the same as a documented journey. Your firm should decide which matter fields matter at intake and how those fields will be reviewed alongside source information.
Recommended approach
Ask Bosseo to show how a Lancaster inquiry would be represented from first visit through contact. Confirm which fields are available for your website, intake tools and phone process before treating the proposed view as an operating record.
