Overview
Trace a lead to its source, campaign, form, ad, click identifiers, and creative media.
Prerequisites and access
Use an active account whose role and plan include this feature. Options not allowed by the role or plan are not displayed.
Steps
- Open the lead and review the attribution section according to your permission level.
- Load ad creative on demand; use preview, video, or authorized download actions only for leads you can access.
- When media is unavailable, verify the ad ID and integration access, then use Retry without repeatedly refreshing the provider.
Expected result
The change is stored in the active workshop and becomes visible only to authorized users.
Edge cases
- Confirm the active workshop before changing data.
- Do not create duplicates when the record already exists.
- Features can be hidden when the plan, configuration, or permissions do not enable them.
Troubleshooting
Refresh the page, clear filters, verify role and plan access, then contact a superadmin with the time, workshop, and exact error message.