LEADOPSShine Bros

Attribution · who sourced what

aidan

0 bookings

0 not cancelled · 668 leads sourced

— logged

operator

0 bookings

0 not cancelled

— logged

Direct (no lead)

0 bookings

0 not cancelled

— logged

Bookings sourced by operator

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
No bookings attributed here yet.

Owed on operator

0 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.