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### Unleashing the Power of Sub Account Dashboards: Contact Source and Opportunity Source Filters
#### Introduction
Hey there, business superheroes! Are you ready to supercharge your CRM game? Whether you’re a small to medium-sized business owner, a service provider, a coach, or a consultant, you’re about to unlock the secrets of Sub Account Dashboards. Specifically, we’re diving into Contact Source and Opportunity Source filters, and why they’re key to scaling your business. So, grab your cape and let’s fly into the world of HighLevel!
#### The Magic of Sub Account Dashboards
HighLevel (GHL), Kajabi, HubSpot, ClickFunnels, and other CRM and funnel builder professionals know the importance of insightful data. Sub Account Dashboards are your control centers, providing you with detailed insights that can’t be ignored. They’re like having a magnifying glass for your business operations.
**Contact Source Filters:** Ever wondered where your leads are coming from? Whether it’s social media, email campaigns, or organic search, Contact Source filters help you pinpoint the origin of your contacts. This data is crucial for tweaking your marketing efforts and ensuring you’re not throwing money into the void.
**Opportunity Source Filters:** Knowing where your opportunities originate is the next step in understanding your investment returns. These filters help you track which channels are most fruitful in bringing in viable leads that turn into paying customers. In the battlefield of business, this is your strategy map.
#### How to Leverage These Filters for Maximum Impact
**1. Identify Your High Performers:**
– Use the Contact Source Filters to track which channels are driving the most leads.
– Adjust your marketing budget to focus on the high-performing channels.
**2. Analyze the Sales Funnel:**
– Opportunity Source Filters help you analyze each step of your sales funnel.
– Identify and address weak points where potential customers drop off.
**3. Custom Reports:**
– HighLevel lets you craft custom reports.
– Share these with your team to ensure everyone is on the same page regarding performance metrics.
**4. AI Automation:**
– Integrate AI automation to streamline processes.
– Save time and reduce human error by automating data collection and reporting.
#### Real-World Example
Imagine you’re a coach using HighLevel (learn HighLevel, it’s a game-changer!). You notice through your Contact Source Filter that most of your leads come from Instagram. By funneling more resources into that channel, you can capture even more high-quality leads. Similarly, your Opportunity Source Filter shows that webinar attendees convert at a higher rate. Double down on those webinars, and boom—you’re maximizing your return on effort.
#### Conclusion
Sub Account Dashboards with Contact Source and Opportunity Source filters are essential tools for any serious business owner or consultant. They provide invaluable insights that help refine your marketing strategies and sales funnels, ensuring you’re operating at peak efficiency. So, why wait? Start your journey to business enlightenment today!
#### Call to Action
Ready to take your CRM experience to the next level? Start your 14 days trial with us and get access to our vibrant learning community. Together, we’ll navigate the HighLevel waters to find the treasure troves of data that will take your business to new heights!
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