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How LeadSight matches a lead to closed revenue

4 min read

When someone submits a form on your website, LeadSight's tracking script captures their details along with the channel, campaign and source that brought them there.

When that same contact later becomes a paying customer — confirmed by a closed, paid invoice in Xero — LeadSight matches the two records together, attributing that revenue back to the original source.

An exact email match confirms automatically. If the email doesn't match but the name or phone number looks similar, the match is instead flagged in your Matches queue for you to confirm or reject.

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