FAQs: Activities

1. Can I See The Lead Source In MIZO CRM?

Yes — MIZO CRM lets you track the lead source for every entry, helping you understand where your leads are coming from and which channels are performing best.

2. What Is A Lead Source In MIZO CRM?

A lead source is the origin from which the lead was generated, such as :

🔹Facebook or Instagram Ads
🔹Google Forms or Website Inquiries
🔹Walk-in or Phone Calls
🔹 Referrals

✷ Manual Data Entry

Knowing the source helps you focus on high-performing lead channels.

  1. View Lead Source in Each Lead Profile

      Every lead in MIZO CRM includes a visible “Lead Source” field, where you can :

   🔹See the source name (e.g., Facebook, Walk-in, Referral)
   🔹Edit the source manually (if entered offline or imported)
   🔹Keep a clean record of how each lead entered your system

  1. Auto-Tag Source from Integrated Platforms

      If you’ve connected integrations like:

    🔹Facebook Lead Ads
    🔹Website forms (via Google Forms or webhook)

    MIZO CRM automatically tags the lead source when leads arrive — no manual input needed.

  1. Manually Add or Edit Lead Source

      You can assign or edit lead sources when:

     🔹Adding a lead one by one
     🔹Importing via Excel or CSV
     🔹Updating older leads

      Custom source names (e.g., “Google Expo”, “Billboard Campaign”) are also supported.

  1. Filter and Monitor by Lead Source

       Mizo CRM allows you to :

     🔹Filter leads based on source in the dashboard
     🔹View how many leads came from each source
     🔹Compare performance from different campaigns manually

      While advanced campaign analytics are not included, basic source-based filtering and exports are fully supported.