1. Connect a Liberty inquiry to the journey that preceded it
A person who contacts a firm serving Liberty may arrive through more than one interaction. Bosseo’s public Lead Attribution page describes records containing the channel, referrer, landing page, device and session detail, with intake answers attached to the journey. It also describes calls joining the same journey. That gives you a more useful review point than relying only on a person’s memory of how they found the firm.
Recommended approach
Ask to review how a Liberty inquiry would be represented from first visit through contact.
