---
title: Tracking and managing third-party leads with External Lead Sources
description: Monitor performance of External Lead Sources in Invelo
---

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# 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**.
   
   ![Screenshot 2025-05-23 at 7.16.08 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-05-23%20at%207.16.08%20PM.png?width=600&height=317&name=Screenshot%202025-05-23%20at%207.16.08%20PM.png)
2. Once you're in the settings page, look for **External lead sources** under Marketing.
   
   ![Screenshot 2025-05-23 at 7.19.49 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-05-23%20at%207.19.49%20PM.png?width=600&height=317&name=Screenshot%202025-05-23%20at%207.19.49%20PM.png)
3. Click **Add.**
   
   ![Screenshot 2025-05-23 at 7.21.04 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-05-23%20at%207.21.04%20PM.png?width=600&height=257&name=Screenshot%202025-05-23%20at%207.21.04%20PM.png)
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)  
       ![Screenshot 2025-05-23 at 7.22.10 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-05-23%20at%207.22.10%20PM.png?width=393&height=644&name=Screenshot%202025-05-23%20at%207.22.10%20PM.png)
5. Click **Save**.

---

### **How to Track External Lead Source Performance**

1. Navigate to the **Analytics** page.
   
   ![Screenshot 2025-05-23 at 7.22.58 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-05-23%20at%207.22.58%20PM.png?width=600&height=313&name=Screenshot%202025-05-23%20at%207.22.58%20PM.png)
2. Select **Marketing** from the dropdown list. 
   
   ![Screenshot 2025-05-23 at 7.25.01 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-05-23%20at%207.25.01%20PM.png?width=600&height=319&name=Screenshot%202025-05-23%20at%207.25.01%20PM.png)
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
       ![Screenshot 2025-05-23 at 7.26.41 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-05-23%20at%207.26.41%20PM.png?width=688&height=365&name=Screenshot%202025-05-23%20at%207.26.41%20PM.png)

---

### **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.

 

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