Skip to content
ANSWERS

What is lead tracking?

Lead tracking records where each lead came from and what they do afterwards — page visits, link clicks, video views, form submissions and bookings.

Illustration of help articles and answers on a laptop
WHAT IT ISLead tracking records where each lead came from and what they do afterwards — page visits, link clicks, video views, form submissions and bookings. It helps salespeople follow up at the right moment with the right message. Upward tracks these interactions automatically in its CRM.

How it works

Tracking combines source attribution (how someone arrived) with activity history (what they did next), usually on a CRM timeline.

Example

A lead who clicked a tracked link from a text message, watched a video and then booked a call shows all three steps on their record.

How Upward addresses it

Upward tracks these interactions automatically in its CRM.

Related

Ready to turn every conversation into growth?

Start free, then replicate your system across your whole team.