Adding Sources
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 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.
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