Tracking and managing third-party leads with External Lead Sources

Monitor performance of External Lead Sources in Invelo

If you're acquiring leads from outside platforms like PropStream, BatchLeads, ListSource, or county records, you can easily import them into Invelo using the External Lead Source feature. This allows you to centralize all your leads—regardless of where they came from—into one system for easier tracking, campaign management, and performance analysis.

By assigning a source to each imported list, you gain visibility into how well your third-party lists are performing in terms of cost, volume, and conversion. This helps you make smarter decisions about where to invest in lead generation.

Why use External Lead Sources?

Uploading and assigning external lead sources gives you several advantages:

• ✅ Centralize all lead sources in one easy-to-manage platform

• ✅ Track performance and ROI of each list or provider

• ✅ Run marketing campaigns and automations using third-party leads just like native Invelo leads

• ✅ Keep detailed records of lead cost, list size, upload date, and source

How to add External Lead Sources on your account

1. Click on your profile icon button at the top right part of the page. Once the dropdown list appears, select Settings.

   

2. Once you're in the settings page, look for External lead sources under Marketing.

   

3. Click Add.

   

4. Add in the following details:

   • Name
   • Description
   • Marketing type
   • Marketing start date (the date the lead source was activated or when you began using it to generate leads)
   • Cost (the total amount spent on this lead source)
   • Quantity (the total number of marketing items distributed or sent through this lead source)
     

5. Click Save.

How to Track External Lead Source Performance

1. Navigate to the Analytics page.

   

2. Select Marketing from the dropdown list. 

   
   

3. You can check the External lead sources' metrics on the table below. The data sets included are the following: 

   • Pipeline metrics
     • Total sent
     • Leads
     • Deals
     • Lead lost
   • Conversion rates
     • Lead percentage
     • Deal percentage
     • Lost percentage
   • Cost metrics
     • Cost per sent 
     • Cost per lead
     • Cost per lead
     • Cost per lost
   • Results
     • Deal profit
     • Marketing ROI
     
     
     

Best Practices

• Name your lead sources clearly (include source, date, or campaign) for easy reference.

• Always include cost data to help calculate ROI later.

• Regularly review source performance to optimize your future list purchases.