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A lead source is one place leads come from: your website, a paid provider, a referral programme. Creating one gives you a unique endpoint URL to hand to that provider, and lets BeRocker attribute leads and cost correctly. Settings → Lead Management has five tabs: Lead sources, Lead distribution, Logs, Settings and Import data.
The Lead sources table with the endpoint URL copy buttons

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Adding a source

1

Click Add new source

On the Lead sources tab. The Add new source dialog opens.
2

Fill it in

3

Apply, then copy the endpoint URL

The table lists Id, Name, Plan name, Price, Description, URLs, Status and Actions. The URLs column has a Lead save URL with a copy icon. That URL is what receives leads.
Copying a lead source endpoint URL
Each source has its own unique URL, so authentication is built in — there is no separate API key to send.
Treat the endpoint URL like a password. Anyone who has it can create leads in your account.
Give the URL to your provider, or POST your own website form to it. The exact payload format is documented in Lead source API, and Build your own quote form walks through a form of your own that saves the lead, waits for the automatic quote and hands the customer straight to the booking page.

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Why per-lead price matters

The Per Lead Price feeds every cost figure in the product:
  • Lead Cost and Return on Lead Spend on the Dashboard
  • Cost / Booked Load
  • The Lead Sources report — total charges, average charge and ROI
Leave it at 0 for free sources like your own website; that is correct, not lazy.

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Status

Use Inactive while you are between contracts rather than deleting the source — deleting loses the history behind your reports.

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Logs

The Logs tab (Lead logs) is the lifecycle log of every lead: one row per lead with Lead #, Customer, Source, Lead status, Events, Failures and Last activity. Search by lead # or customer, filter by Category and Status, or tick Only with failures. View opens the lead’s full log, filterable by who was involved (All, Customer, Team, System, Webhook), including every message it sent or has scheduled. When a provider says “we sent it”, this is where you check.

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Settings

Lead numbering — set the number your next lead will receive. It takes effect immediately and then keeps counting up on its own. The tab shows the highest lead number used so far; enter the next number (e.g. 4501) and Save, or click Continue sequentially (#N) to carry on from the highest. You can move it up or down; already-used numbers are skipped automatically so lead numbers never collide. Useful when migrating from another CRM.

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Import data

Bulk import from a CSV in three steps: Upload file, Map columns, Import.
  1. Upload file — What do you want to import? Leads, Customers or Terminals; for leads, the Lead source they are attributed to; then Choose file for the CSV file.
  2. Map columns — match each CSV header to a BeRocker field (unmapped columns show Not imported). For leads you also get Status mapping (a provider’s status → BeRocker’s, default Import as New) and Trailer type mapping (default Guess automatically (Open by default)), so a file that says enclosed_trailer lands as Enclosed rather than as nothing. Required fields must be mapped before you can continue.
  3. Import — rows that fail are listed with a Reason. Import another file starts over.
Import a handful of rows first and check the result before running the whole file.

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Video walkthrough

Lead source API

The payload format to POST.

Build your own quote form

Your own form instead of the widget.

Lead distribution

Who gets these leads.

Email parsing

For providers that email instead of POST.

Reports

ROI per source.