ZenMaidZZenMaid
Jun 7

Customers/leads by marketing source report

We don't use ZenMaid for any financials because it doesn't really support the way we do business or the tools we use, but I do like the ability to record marketing source in ZenMaid and would love to be able to generate reports of where clients and leads are coming from (preferably separately). We can of course add the financial information to ZenMaid to run the revenue by source report, but that represents a whole lot of duplicate data entry for us. Would be way preferable to just get the clients by source even if the report doesn't tell us as much. Thanks!
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