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LEAD SOURCES & TAGS · 11 SOURCES · 8 TAG CATEGORIES

Source & tag governance 11 standard sources · 8 tag categories · "Other" requires note

Govern approved lead sources and CRM tags. The 11 lead sources are a standard set · sources directly affect screen 062 Lead Source Performance and source-quality reporting. "Other" requires a free-text note at capture. Source deletion is disabled · only active/inactive state can be toggled. Tags are operational CRM tags only · no marketing automation tags · no customer portal segmentation engine.

11 SOURCES 8 TAG CATEGORIESNO MARKETING AUTOMATION
This month · vs last STATUS · ALLQUALITY TIER · ALLPERIOD · 30D
SOURCES
11
all active · "Other" requires note · removal disabled
TAG CATEGORIES
8
VIP · Hot · Stuck · Fleet · Repeat · Trade-in · Finance · Export
TOP SOURCE 30D
Repeat customer
14 leads · 64% conv · highest-quality bucket
LOW-CONV FLAG
2
Paid Ads + Google · audit ad spend efficiency
OTHER · WITH NOTE
11
requires free-text reason · 11 captured this month
11 lead sources · standard setactive/inactive toggle · removal disabled · quality tier visible
used in screen 062
Walk-in38 leads · 30d
MEDIUM
Referral24 leads · 30d
HIGH
Repeat customer14 leads · 30d
HIGHEST
Website47 leads · 30d
MEDIUM
WhatsApp inbound28 leads · 30d
MEDIUM
Google62 leads · 30d
LOW
Marketplace35 leads · 30d
MEDIUM
Paid Ads43 leads · 30d
LOW
Influencer7 leads · 30d
MEDIUM
Phone call9 leads · 30d
HIGH
Other11 leads · 30d
NOTE REQUIRED
CRM tag categories · 8operational tags only · not marketing segmentation
VIP42
high-value · prioritise · GM visibility
Hot28
active deal · < 7d to expected close
Stuck15
no progression > 14d · cadence review
Fleet18
Company / Fleet customer · Business TRN
Repeat32
returning customer · check loyalty offer
Trade-in24
Sell Your Car deal linked
Finance56
finance application active · partner check
Export interest8
export-eligible · special pricing flow
Quality + dependency notessource impact on reports
Source enum drives screen 062Lead Source Performance · 11-row source funnel matrix
"Other" requires note at capturestandard rule · prevents free-text bloat in source enum
Paid Ads + Google · low conv flagaudit ad-spend efficiency · Sales Mgr review
Removal disabled · 11 standard sourcesonly active/inactive state can be toggled
Tags are operational CRM only · not marketing
CRM tags listed above are operational categorisation for the sales team · VIP for prioritisation · Hot/Stuck for cadence focus · Trade-in/Finance/Fleet for context routing. These are not marketing-automation segments · no campaign blast list · no customer-portal personalisation engine · no bulk WhatsApp/SMS segmentation. Customer outreach policy lives in Settings · this surface governs internal sales context only.
Data rules6
  • 11 lead sources are a standard set · removal disabled · only active/inactive toggle
  • "Other" source requires a free-text note at lead capture · standard rule
  • Sources directly drive screen 062 Lead Source Performance reporting
  • CRM tags are operational categorisation only · 8 categories
  • No marketing automation tags · no campaign segments · no customer portal segmentation
  • Low-conversion sources flagged for ad-spend audit · Sales Mgr review