We need a way to track the lead source of an opportunity/customer indefinitely.
- We get a new lead from a Google Adwords ad campaign.
- We sell and complete the work for this new customer.
--- 6 months later they want us to bid some additional work
--- The salesman selects "Existing customer" as the lead source
--- We sell and complete the work.
Yes, this is technically an "Existing Customer"...but the actual source of this opportunity was the Google Adwords ad campaign.
Currently, we have no way to know this unless the salesman already knows this information AND they select it from the lead source dropdown.
We need a way to auto-assign or lock the lead source to the lead source selected during the initial setup of the opportunity.
Let me know as soon as you can so we can get this figured out.