1. Start with the journey, not a remembered source
A person who says “Google” may have used several touchpoints before contacting the firm. Bosseo describes Lead Attribution as recording the channel, referrer, landing page, device and session detail, then attaching intake answers to the journey. That distinction matters for an Elkhorn practice serving people in Walworth County: the city and county relationship can define the geographic scope of a report, but it cannot explain how a particular inquiry arrived or whether that inquiry fit the firm’s practice. Review whether the proposed view preserves the full journey rather than reducing every contact to a manually entered source.
Recommended approach
Ask Bosseo to show a lead record from first visit through contact using the fields relevant to your firm. Confirm how the record distinguishes a landing page, referring source, later return visit and contact event. Treat any example journey as illustrative until you see how your own website and intake paths are represented.
