Managing Portals and Source Attribution

Updated 1 Aug 2026

Both portals, one pipeline

REA and Domain enquiries land on the same object with the source recorded on each record. Your agents work one queue; your reporting can still separate them.

Why attribution matters

Portal advertising is a significant cost, and the question "which portal actually produces business?" is usually answered by impression counts rather than closed deals.

Because the source is on the record, you can follow it through to outcomes — enquiries per portal, conversion per portal, and cost per acquisition.

Attribution needs the source field on the layout

The data is captured whether or not it's visible, but agents won't think to record it manually if it isn't shown. Put it on the layout.

Adding the second portal

Connecting the second portal doesn't disturb the first. Enquiries simply start arriving from both.

Report before you renew

Run the attribution report before your next portal contract renewal. It's the one number that makes that negotiation concrete.

Still stuck?Submit a case →