Internet Leads & ROI

Every field a leads file can fill, how a provider's mapping is saved, what a second upload changes, how duplicates are treated and how to delete an upload.

How Agency Edge decides that a lead and a sale are the same customer, when matching runs, and what Fresh, Repeat and Aged mean on a matched lead.

Link a lead to a sale by hand, remove a link that is wrong, and see what each change does to the vendor's numbers and to later automatic matching.

The Leads Log tab lists every internet lead. Its columns, filters, search, sorting and paging, the badges on a row, the row actions and Snapshot.

How Agency Edge records a lead the vendor credited, from a file or by hand, what that changes in your conversion and spend figures, and how to undo it.

A lead vendor is a source in Agency Edge. Add, rename, turn off or delete sources in one window, and enter each vendor's spend by month.

How to read the Marketing ROI tab on Leads, from close rate and cost per policy to net after commission, pay-back time and the Sources table.

Put your lead vendors side by side on the Leads page. Compare conversion first, then cost, by period, lead type and profile.

The math every agency should run before buying another batch of leads — cost per lead, cost per policy, and the one number most agencies skip.