Attribution and Tracking Tour

Where it lives

Three places to know

Attribution is a record of where each lead came from. It shows up in three spots. Click a tab to see each one.

Your home for tracking reports

Click Search at the top of your screen and type Reports, then open it. You can also find it in your menu, but menus can be renamed, so search is the sure way.

Attribution shows where contacts came from
Google Ads and Facebook Ads show paid ad results
Call Reporting, Appointment Report, and Agent Reporting cover calls, bookings, and your team

The proof on every contact

Search for Contacts, open a contact, and click the Activity tab. Look at the bottom right for the attribution section. It shows how that person found you.

First Attribution never changes
Latest Attribution updates when they come back

Controls what you see

Reports have a date range picker near the top. Every number on the page depends on it.

If numbers look low, check the dates first
Most reports use the same picker style

Why it matters

What attribution answers

Without it, every lead looks the same. With it, you can tell them apart.

🎯

Which ad sent them

See the ad, page, or link that brought a lead in.

📞

Better first calls

Glance at the contact before you call so you know how they found you.

📊

Linked reports

Ads, calls, and bookings can all be tied back to a source.

🔧

Spot tracking gaps

Odd or missing sources are clues that a link needs a tag.

Key terms

Definitions

Tap any term to expand it.

A record of where each lead came from, saved on the contact automatically.

The area that holds your tracking and results reports. Search for Reports to open it.

The tab on a contact record where the attribution section lives.

The window of days a report uses for its numbers.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Search for Reports, open it, and read the names of every report in the list.

Search for Contacts, open any three contacts, click the Activity tab, and find the attribution section on each.

Open one report, click the date range picker, and change the range to see the numbers move.

⚡ Tips

If a report does not show up, your account may not have it turned on or your user may not have permission to see it.
You do not need to memorize the reports. Just know where they are.
Wrong dates cause a lot of missing data. Check the date range first.
Look for the attribution section before you call a new lead.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

Where do you find attribution for one single lead?

Your report numbers look strangely low. What should you check first?

Attribution is a record of where each lead ____ from.

The area that holds Attribution, Google Ads, and Call Reporting is called ____.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🔍 Plan my reporting tour

You are a friendly software trainer helping me explore the reporting area of my software. My context: - [my business and what I sell] - [where my leads come from, like ads, forms, or calls] - [how many people use my account] Give me: - A short checklist for touring the Reports page - What to look for on three contact records - Questions to write down about what I see Use plain words and keep it under 250 words. Finish by asking me: "Which report am I most curious about?"

📝 Write my tracking notes

You are an organized assistant helping me keep notes while I learn my software. My context: - [the reports I see when I search for Reports] - [the reports I am missing] - [who on my team needs access] Give me: - A simple note page with a line for each report - A short list of what each report is for - A reminder list to check permissions Do not give business strategy. Only describe what to look at in the software. Finish by asking me: "Which report should I open first?"