Playbook · PT15M

How to Manage Leads From Multiple Sources in One Place

TL;DR

Stop losing leads in the gaps between IndiaMART, WhatsApp, ad forms, referrals and walk-ins. Pull every source into one graded queue so reps work a single ranked list instead of five inboxes — each lead scored A–F on arrival, deduped on phone, and tagged by source so you can see which channel actually pays. Leadkaun runs alongside your CRM.

01Why this matters

The bet behind the playbook.

Indian SMBs buy leads from five or more sources — IndiaMART, JustDial, Facebook and Google ads, housing portals, referrals, walk-ins — and each lands in a different inbox, sheet or WhatsApp thread. Leads fall through the cracks between them, and nobody can say which source is actually worth the spend. A single, source-tagged, graded queue fixes both problems at once.

02What you need first

Gather these before you start.

  • A list of your active lead sources
  • ICP configured so grading is meaningful
  • A Leadkaun account (any tier, including Free)
03The steps

Run it in order.

  1. 01

    List your sources

    IndiaMART, ad forms, portals, WhatsApp, referrals, walk-ins. Leadkaun ships with 26 common Indian lead sources seeded, each carrying a source-reliability weight that feeds scoring.

  2. 02

    Bring them into one place

    CSV import or manual entry today, plus a generic webhook for real-time feeds; an IndiaMART API and native Google Sheets sync are on the roadmap. Tag each import with its source so attribution stays clean.

  3. 03

    Grade everything the same way

    Every lead, whatever the source, is scored A–F on Fit, Intent and Quality — so a portal lead and a referral compete on merit in one queue, not by which inbox shouts loudest.

  4. 04

    Dedupe automatically

    Phone-number dedup means the same buyer arriving via two sources becomes one lead, not two — so reps never double-call or argue over ownership.

  5. 05

    Work one ranked queue

    Reps stop switching between five inboxes and simply work the Priority Queue top-down. The hottest lead is the next call, wherever it came from.

  6. 06

    See which source actually pays

    Source performance shows ₹ won versus volume per source, so you can cut the channels that bring junk and reinvest in the ones that convert — instead of guessing.

04Mistakes to avoid

Where teams usually slip.

  • Leaving WhatsApp and referral leads unlogged — if they never enter the queue, they never get worked
  • Not tagging the source on import — you lose the attribution that tells you where to spend
  • Judging sources by volume instead of ₹ won
  • Expecting a live connector for every source today — CSV and webhook now; IndiaMART API and Sheets sync are on the roadmap
05FAQ

Questions teams ask mid-rollout.

See it in Leadkaun

This is the product behind the page.

Every lead graded A–F, a live Priority Queue per rep, and the ₹ at risk surfaced in real rupees — set up the same day.

From playbook to automation

Want this running automatically?

Leadkaun automates the workflow above the same day — no spreadsheet maintenance, no manual updates, no ops overhead.