> For the complete documentation index, see [llms.txt](https://docs.talkfurther.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.talkfurther.com/products/web-data/crm-source-mapping.md). # CRM Source Mapping, Lead Segmentation & Spam Filters Senior living sales teams need high-quality leads to maximize move-ins. When poor leads, spam, or disconnected phone numbers make their way into the CRM, sales teams waste valuable time and resources chasing prospects who will never convert. The result: lower occupancy, frustrated sales reps, and wasted marketing spend. Further solves this by giving communities powerful tools to: * Map traffic sources directly into the CRM for clear attribution. * Block low-quality and spam leads before they ever reach the sales team. * Confidently preview the impact of lead-blocking rules before enabling them. * Use predictive scores (like the Move-In Prediction Score) to qualify leads automatically. The outcome is simple: sales teams only work the highest-value leads, while automation nurtures or filters the rest. *** ## What It Does & How It Works Further’s CRM source mapping and filtering tools ensure that only qualified, real leads reach your team. Here’s how: * **Direct Source Mapping**\ Every lead is mapped to its originating traffic source (Google, Bing, Facebook, Organic SEO, referrals, website, etc.), so you always know where move-ins are coming from in your CRM. ![Source Mapping](/files/ZSAS1M5tm27Eb5UW9xDm) * **Lead Blocking & Previewing** * Block leads with **bad or disconnected phone numbers**. * Block based on **low lead quality scores**. * Preview “what-if” scenarios: see how many move-ins would have been lost over the past 12 months if certain rules had been active. This gives confidence before turning on filters that you will only remove low quality leads and not miss any move ins. ![Block Leads](/files/o5tY3UMbbfWfWAUtpGW3) * **Qualification via Predictive Scores**\ Connect with our **Move-In Prediction Score** to automatically filter out leads that have a low probability of moving in. These are still nurtured by **AI SMS and AI Email**—but your sales team stays focused mostly on prospects who are likely to move in. ![Email Nurture](/files/4XfhQFo805kXyxWIGDs3) * **Spam Filtering**\ Block spam by **IP address, referral source, or contact information**. Importantly, spammers never know they’re being blocked—so your brand remains protected. ![Spam Filters](/files/cgzpCsUdpyyuOI7Mle4Z) Together, these tools reduce wasted time and increase move-ins by ensuring your sales team is always working the best leads. *** ## Integrations & Configuration * **CRM Integrations**: Further integrates with all major CRMs in the senior living industry, including Yardi, Salesforce, Aline (Sherpa & Enquire), and WelcomeHome and more. Source mapping and filtering rules are set up for each CRM in your Further Dashboard. * **Lead Scoring**: Integrated with the **Move-In Prediction Score**, enabling predictive qualification, this score can also be pushed into your CRM. * **Spam Filters**: Configurable rules for IPs, sources, and contact info. * **Automation**: Low-quality or spam leads are routed to automated nurture campaigns via AI SMS and AI Email. *** ## How to Set It Up 1. **Prerequisites** * Ensure you you have Further website tools enabled and a CRM integration connected. 2. **Enable Source Mapping** * Navigate to Settings -> CRM -> Click on the edit button for the CRM you want to set up * Select the channels (Google Ads, Facebook, referrals, etc.) and confirm mapping into CRM. ![Converational Webforms](/files/ZSAS1M5tm27Eb5UW9xDm) 3. **Configure Lead Filters** * Nagivate to Settings -> Unqualified Lead Filters -> Select Communities you want to set up blocking for * Define blocking rules (bad phone numbers, disconnected numbers, low lead quality scores). * Preview historical impact to confirm confidence before enabling. ![Block Leads](/files/o5tY3UMbbfWfWAUtpGW3) 4. **Activate Spam Filters** * Add IP addresses, referral sources, or known spam patterns. * Turn on silent blocking (spam is blocked without alerting the sender). ![Spam Filters](/files/cgzpCsUdpyyuOI7Mle4Z) *** ## Troubleshooting Tips * **Symptom:** Too many leads are blocked.\ **Fix:** Review blocking rules and historical preview to ensure criteria aren’t overly restrictive. * **Symptom:** Sales team still seeing spam leads.\ **Fix:** Expand spam filter rules (IP, source, or contact info) to capture new spam patterns. *** ## Frequently Asked Questions * **Will blocking leads mean I miss potential move-ins?**\ No—FERDA allows you to preview the last 12 months to confirm that move-ins are not lost before enabling filters. * **What happens to blocked leads?**\ Spam leads are not reached out to. Low-quality leads are routed to automation (AI SMS, AI Email) for nurture, so no opportunities are wasted. * **Can I change my rules later?**\ Yes, all filters and rules can be adjusted at any time. * **How do I know this works?**\ The Move-In Prediction Score has already shown strong results in prioritizing high-value leads. Take a look at our move in prediction article to learn more. *** By combining CRM source mapping, predictive scoring, and advanced spam filtering, Further ensures your sales teams are focused on what matters: **building relationships with the right prospects and helping more famillies in need.** --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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