Overview

The Project Page organizes information into a handful of different blocks in your lefthand bumper. This article highlights two important blocks: the Milestones block, which helps you track how a lead found your company, and the Staff block, which outlines the team members assigned to the project.

Milestones Explanation

The Milestones block provides visibility into the marketing touchpoints that brought a customer into your sales pipeline. These touchpoints—referred to as "milestones"—are captured via integrations configured in the Lead Providers portal.

Milestones help your team answer key questions like:

• Where did this customer come from?

• What campaign or ad led them to submit their information?

• What was the cost of acquiring this lead?

What You’ll See in the Milestones Block

If milestone data is available for a project, the block will display a list of recorded events with the following details:

• Milestone
  The name of the event, such as First Touch, Lead Created, or Last Touch.

• Timestamp
  The exact date and time the event occurred.

• Campaign / UTM Details
  Marketing tracking parameters like campaign name, source, and medium.

• Landing URL
  The specific webpage where the customer filled out a form or submitted their details.

• Ad Type & Cost
  If available, the advertising platform (e.g., Google, Facebook) and the cost per lead will be displayed.

Staff Block

The Staff block gives you an overview of which team members are assigned to a project. This includes:

• Salesperson – The primary sales contact for the move

• Additional Salespersons – Any other sales team members assigned

• Coordinator – The operations or project manager overseeing execution

• Created By – The user who originally created the project

This block centralizes all assigned personnel and allows for easy review and editing.

Editing Staff Assignments

To change staff assignments, click the Edit button in the top right corner of the block. A panel will open on the right-hand side where you can:

• Assign or reassign the Salesperson

• Add or remove Additional Salespersons

• Assign or reassign the Coordinator

Changes are saved instantly after clicking Submit.

Note: If you have any additional questions, be sure to contact Supermove Support at help@supermove.com