01
Create every source.
Represent outbound lead vendors and inbound call channels in the same acquisition system.
Source Tracking / Acquisition truth
Know where the calls, leads, and members worth keeping came from.
Connect each source to its campaign, cost, conversations, agents, sales, and downstream member record without exporting another report.
Dialer Wallboard
Ask careCycle⌘K
VT
LiveProductivitySources
Sources
Source-level performance, attribution, and spend reporting.
Leads Dialed
6,233
6 lead sources
Contact Rate
48.9%
3,047 contacted
Transfer Rate
16.9%
1,051 transfers
Appointments
279
4.5% booked
Sale Rate
4.5%
283 sales
Total Cost
$63,506
$57,296 source spend
CPA
$224
Cost per sale
Source Performance
Spend, contact, transfer, and sale metrics by source.| Source Name | Leads Dialed | Contact Rate | Transfer Rate | Appointments | Sale Rate | Spend | Total Cost | CPA |
|---|---|---|---|---|---|---|---|---|
| Facebook – T65 Lead Form | 1,428 | 41.2%(588) | 12.4%(177) | 64(4.5%) | 3.9%(56) | $9,996 | $11,230 | $201 |
| Live Transfer – Partner A | 1,302 | 78.4%(1,021) | 31.6%(411) | 58(4.5%) | 6.8%(89) | $18,228 | $19,876 | $223 |
| Google Search – Medicare | 1,156 | 44.6%(516) | 14.8%(171) | 67(5.8%) | 4.8%(55) | $13,872 | $15,110 | $275 |
| Website – Quote Widget | 934 | 38.9%(363) | 11.2%(105) | 43(4.6%) | 3.5%(33) | $4,670 | $5,480 | $166 |
| TV – DRTV Inbound | 801 | 52.7%(422) | 18.9%(151) | 38(4.7%) | 5.2%(42) | $9,612 | $10,340 | $246 |
| Aged Data – TCPA | 612 | 22.4%(137) | 5.9%(36) | 9(1.5%) | 1.3%(8) | $918 | $1,470 | $184 |
| Total / Avg. | 6,233 | 48.9%(3,047) | 16.9%(1,051) | 279(4.5%) | 4.5%(283) | $57,296 | $63,506 | $224 |
Sales Share by Agent
Agent Performance283
Sales
Rosa Alvarez
Jason Nguyen
Sarah Patel
Danielle Fox
Marcus Reed
Others
Transfer Share by Agent
Agent Performance1,051
Transfers
Rosa Alvarez
Jason Nguyen
Sarah Patel
Danielle Fox
Marcus Reed
Others
Attribution is useful only when it survives the whole journey.
Most agencies can identify where a lead entered. Far fewer can connect that source to the calls, transfer, sale, cost, agent, and member relationship that followed.
Source Tracking keeps those events on one governed record so teams can compare acquisition channels using the outcomes that actually matter.
02
Route by source.
Send each source into the campaign, language, and conversation flow built for it.
03
Evaluate real outcomes.
Compare spend, contact, transfer, appointments, sales, and agent performance together.
How it works
Inside Source Tracking.
Configure
Ask careCycle⌘K
VT
Transfer DestinationsCall FormsAppointment SettingsSources
Transfer Destinations
Manage transfer destinations for campaign transfers.
Licensed Agent Desk
SoftphoneWarmUsed by 4 campaignsFalls back to appointment booking when no licensed agent is available.
Warm transferImmediate summaryAppointment booking enabled2 wait messages
Medicare Enrollment Line
DirectWarmUsed by 2 campaigns+1 (800) 555-0114
Warm transferWait for operator1 wait message
Partner A Live-Transfer Ping
DynamicUsed by 1 campaignPOST https://api.partner-a.io/v2/transfers/ping
Cold transfer4500ms timeout
After-Hours Answering Service
SIPUsed by receptionistsip:afterhours@meridiansb.sip.telnyx.com
Cold transfer
Compliance Review Desk
SoftphoneWarmUsed by 1 campaignFalls back to +1 (602) 555-0173 when no agent is available.
Warm transferImmediate summaryFallback: +1 (602) 555-01731 wait message
01 / Source creation
One system for inbound and outbound acquisition.
Outbound lead sources accept CSV uploads or API delivery into campaigns. Inbound call sources receive dedicated tracked numbers connected to the customer and campaign.
Both models preserve the source on the same record the team uses to work the lead.
02 / Inbound numbers
One number per source. One thread per member.
Calls to a tracked number remain connected to the source, campaign, call record, and customer. If the same person returns through another channel, the attribution history remains visible while the current source reflects the latest touch.
The member is never asked to reconstruct where the relationship began.
Campaigns
Ask careCycle⌘K
VT
Campaigns
6 campaigns · 6,318 customers across Voice AI and dialer
Calls
1,233
Unique calls
1,118
Duration
76h 41m
Transfers
150
By statusVoice AIAgent
Active31
Paused01
Draft10
Completed00
Campaigns42
Customers4,5871,731
Total Customers6,318
Automations
Manage2 active • 3 total
New Facebook lead → T65 dial
ActiveLead Created → T65 Turning-65 Outreach
Policy issued → onboarding call
ActivePolicy Created → DSNP Dual-Eligible
Search campaigns
All statuses
All types
Calls Today
StatusActivePausedDraftCompletedDirectionInboundOutbound
Medicare AEP 2026 – Inbound
AEP hotline — plan questions, eligibility checks, warm transfers to licensed agents.
0 out · 358 in1,84264.2%1,412 min
AEP 2026PriorityAdd tag
Voice AISales
T65 Turning-65 Outreach
Outbound outreach to prospects turning 65 within the next 90 days.
296 out · 12 in1,26538.5%987 min
T65Add tag
Voice AISales
DSNP Dual-Eligible
Dual-eligible qualification and plan-match calls for Medicaid + Medicare prospects.
214 out · 9 in93441.7%704 min
DSNPMedicaidAdd tag
Voice AIRevenue
Medicare Advantage – FL
Florida MA plan comparisons dialed by licensed agents on the softphone.
118 out · 6 in1,10833.1%356 min
FloridaAdd tag
OutboundSales
Final Expense – Live Transfers
Partner live transfers routed straight to the sales floor.
4 out · 96 in62371.4%512 min
Partner AAdd tag
InboundSales
Med Supp Aged Leads
Requalification pass over aged Med Supp data ahead of AEP.
0 out · 0 in546—0 min
Aged dataAdd tag
Voice AIRetention
03 / Routing
Different sources can begin different conversations.
Lead source filters route each acquisition channel into the appropriate campaign and language. Two ads, vendors, or intent levels can receive distinct openings without duplicating the operational system behind them.
Optional lead cost data travels with the source into reporting.
Dialer Wallboard
Ask careCycle⌘K
VT
LiveProductivitySources
Sources
Source-level performance, attribution, and spend reporting.
Leads Dialed
6,233
6 lead sources
Contact Rate
48.9%
3,047 contacted
Transfer Rate
16.9%
1,051 transfers
Appointments
279
4.5% booked
Sale Rate
4.5%
283 sales
Total Cost
$63,506
$57,296 source spend
CPA
$224
Cost per sale
Source Performance
Spend, contact, transfer, and sale metrics by source.| Source Name | Leads Dialed | Contact Rate | Transfer Rate | Appointments | Sale Rate | Spend | Total Cost | CPA |
|---|---|---|---|---|---|---|---|---|
| Facebook – T65 Lead Form | 1,428 | 41.2%(588) | 12.4%(177) | 64(4.5%) | 3.9%(56) | $9,996 | $11,230 | $201 |
| Live Transfer – Partner A | 1,302 | 78.4%(1,021) | 31.6%(411) | 58(4.5%) | 6.8%(89) | $18,228 | $19,876 | $223 |
| Google Search – Medicare | 1,156 | 44.6%(516) | 14.8%(171) | 67(5.8%) | 4.8%(55) | $13,872 | $15,110 | $275 |
| Website – Quote Widget | 934 | 38.9%(363) | 11.2%(105) | 43(4.6%) | 3.5%(33) | $4,670 | $5,480 | $166 |
| TV – DRTV Inbound | 801 | 52.7%(422) | 18.9%(151) | 38(4.7%) | 5.2%(42) | $9,612 | $10,340 | $246 |
| Aged Data – TCPA | 612 | 22.4%(137) | 5.9%(36) | 9(1.5%) | 1.3%(8) | $918 | $1,470 | $184 |
| Total / Avg. | 6,233 | 48.9%(3,047) | 16.9%(1,051) | 279(4.5%) | 4.5%(283) | $57,296 | $63,506 | $224 |
Sales Share by Agent
Agent Performance283
Sales
Rosa Alvarez
Jason Nguyen
Sarah Patel
Danielle Fox
Marcus Reed
Others
Transfer Share by Agent
Agent Performance1,051
Transfers
Rosa Alvarez
Jason Nguyen
Sarah Patel
Danielle Fox
Marcus Reed
Others
04 / Source performance
See the outcome beside the spend that produced it.
Review calls or leads worked, contact rate, transfers, appointments, sales, source spend, usage cost, total cost, and acquisition cost in one view.
The report reflects the same system that handled the work, reducing the reconciliation required before a decision can be made.
Dialer Wallboard
Ask careCycle⌘K
VT
LiveProductivitySources
Dialer Wallboard
Real-time agent state across all campaigns.
Agents Online8
Active Calls3
Live33%
3
In-Call
22%
2
Available
11%
1
Wrap-Up
22%
2
Busy
11%
1
Offline
Search by name or email…
All campaigns
| Agent | Status | Duration | Campaign | Phone Number | |
|---|---|---|---|---|---|
RA Rosa Alvarez ralvarez@meridiansb.com | In-Call | 12m 48s | Medicare AEP 2026 – Inbound | (561) 555-0134 | |
JN Jason Nguyen jnguyen@meridiansb.com | In-Call | 6m 02s | T65 Turning-65 Outreach | (813) 555-0187 | |
DF Danielle Fox dfox@meridiansb.com | In-Call | 1m 37s | Final Expense – Live Transfers | (904) 555-0119 | |
SP Sarah Patel spatel@meridiansb.com | Wrap-Up | 2m 14s | — | — | |
MR Marcus Reed mreed@meridiansb.com | Available | 18m 45s | — | — | |
PS Priya Shah pshah@meridiansb.com | Available | 4m 09s | — | — | |
MO Michael O'Brien mobrien@meridiansb.com | Busy | 32m 10s | — | — | |
KB Kevin Brooks kbrooks@meridiansb.com | Busy | 11m 26s | — | — | |
TW Tanya Willis twillis@meridiansb.com | Offline | — | — | — |
05 / Agent performance
Understand the source and the person working it together.
For teams using the careCycle softphone, agent-level reporting shows call volume, sources worked, transfers, and recorded sales.
Leaders can distinguish a source-quality problem from a coaching opportunity without stitching separate reports together.
Questions
What teams ask about Source Tracking.
Does Source Tracking support inbound calls and outbound lead lists?
Yes. Outbound sources can arrive through CSV or API delivery, while inbound call sources use dedicated tracked numbers connected to their campaigns.
What commercial models are supported?
Sources can represent fixed or dynamic cost per lead, duration-based inbound lead costs, and flat-rate or percentage-based acquisition payouts.
What happens if the same customer returns through a different source?
The original source remains preserved and the current source updates to the latest tracked touch, keeping attribution history intact.
Can different sources use different conversation flows?
Yes. Campaign automations can filter by source and route leads into distinct language and workflows.
What reporting is available at the agent level?
Softphone teams can compare calls, sources worked, transfers, and recorded sales by agent, including sales-share and transfer-share views.
Do I need to export data or build my own reports?
No. Source quality, agent performance, costs, and outcomes are available together inside careCycle.
Keep exploring
Related features
Retention, Sales, Revenue
Dialer
Inbound and outbound on one engine, with the forms, routing, and source data your floor needs to move fast and stay compliant. Every call lands on the member record automatically.
Retention, Sales, Revenue
Unified Inbox
Agents and AI employees work the same book from the same record, with ownership, policy context, conversations, and unresolved work visible together.
See it on your book
Spend from the same record that proves what worked.
See a source move from tracked number or lead upload through campaign, agent, sale, and reporting.
Book a demo