Custom CRM fields and campaign attribution

Shape the CRM around the information your brokerage needs. Create shared lead fields, choose which details appear on pipeline cards and map quiz answers into standard fields, custom fields and notes. Capture supported campaign tags and click identifiers from enquiry links, including your own URL parameters mapped to custom fields. Retain the source context with the enquiry so your team can understand where it came from. Use those fields in lead views, scoring and automation conditions to connect campaign qualification with day-to-day follow-up.

BrokerCloser team