Keep identified visitors and submitted leads clearly separate in your CRM. Clear labels make each record's origin visible and help each group get the right follow-up.

Recommended labels

For identified visitors who have not submitted a form:

• Status or lifecycle stage: suspect or MQL

• Lead source: Franchise Ninja

• Optional tags: campaign name, persona, or market

For submitted leads

• Your standard inbound lead status

• The original lead source, such as website form, portal, or broker

How to apply labels automatically

Set the status and source in your webhook mapping or Zapier step so every Franchise Ninja record arrives with the right labels.

When an identified visitor later submits a form

Update the record to your standard lead status and keep Franchise Ninja as the original or first-touch source. That shows how the relationship started.

Why it matters

• Sales knows who has raised their hand and who has not.

• Workflows send the right message to each group.

• Reports show accurate lead counts and source attribution.

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