Setting up clear and platform-aligned conversion labels helps you:

• Qualify leads consistently as a team
• Send accurate offline conversions to Google Ads and GA4
• Improve campaign optimization and reporting accuracy

✍️ Step 1: Create Internal Conversion Labels

Start with your own lead process.

Create labels in LeadTrackr that describe key actions after a lead is captured, moments like:

• Call Scheduled
• Quote Sent
• Deal Signed
• Not Interested
• Customer Onboarded

Use terminology your sales and marketing team will immediately recognize.

✅ When to Use “Mark as Done”

Each label also has a setting called Mark as done.

• Enable this only for the final step in your process, like:
  • Deal Signed
  • Customer Onboarded
  • Lead Lost

When this is enabled, leads will automatically move to the Rated tab after being processed.

This means they won't return to the "Open" inbox again.