Adding Sources

Modified on Wed, 13 Nov, 2024 at 11:59 AM

Sources are used to track where leads come from. Some

examples of Sources would be Internet Search Engines, Advertising Campaigns,

Word of Mouth Referrals, etc.

Bring the mouse cursor over the Settings link on the Navigation Bar.

A pop-up menu will appear giving the option to mouse over Company Admin.

The sub-menu for Company Admin will open.

Click on the option for Sources.

Click on the Add Source button along the right-hand side.

The Marketing Source Addition screen will appear.

Fill in the information for the

Source Name, and Source Description.

If this Marketing Source is

active, make sure to check the box under Active Source.

Click on Submit to save the Source or Cancel to discard the information.