LEADOPSShine Bros

Attribution · who sourced what

aidan

0 bookings

0 not cancelled · 2606 leads sourced

— logged

operator

0 bookings

0 not cancelled

— logged

Direct (no lead)

2 bookings

0 not cancelled

— logged

Direct bookings

A booking is attributed at the moment it is made, from the lead that produced it. Re-assigning a lead later does not rewrite history — past bookings keep whoever actually earned them. Fill in the job value once it is invoiced, and tick paid when you've been settled.

WhenCustomerServiceFromStatusJob valuePaid
Aug 27 Dear http://theshinebros.org/fekal0911 Administrator
493974819

direct cancelled
Aug 24 DavidThymn
85283346738
Paint Correction
Bhopal
direct cancelled

Owed on direct

2 bookings · — in job value · — settled across 0

— unsettled job value

Whatever share of this you're owed is between you and the owner — the system records the work, not the split.

Export for invoicing

Re-assign a lead

Everything imported through the extension defaults to aidan. Use this for leads the owner brought in themselves.