Configuring Sources
A source indicates how you came to acquire an account. For example, through an advertisement, a website, a referral, and so on.
Adding a Source
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From the Administration menu, select Client Relations, select Profile Management, and then select Sources.
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Click New and complete the following fields:
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Code. Enter a code that briefly describes the source (for example, WEB for web site, TS for trade show, CC for cold call, REF for referral, and so on).
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Description. Enter a detailed description of the source.
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Manage Translations. (Available when the Multi Language function under the General group is active.) Select to open the Multi Language descriptions screen and configure a language translation for the description.
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Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.
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Click Save to save and exit or click Save and Continue to save this code and add another.
Editing a Source
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From the Administration menu, select Client Relations, select Profile Management, and then select Sources.
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Enter search criteria and click Search.
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In the search results, select the code and click the vertical ellipsis.
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Click Edit.
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Inactive. Select to inactivate the current code. Inactive codes are not available for selection on a profile, but are available for selection in report filters.
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Update the configuration and click Save.
Deleting a Source
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From the Administration menu, select Client Relations, select Profile Management, and then select Sources.
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Enter search criteria and click Search.
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In the search results, select the code and click the vertical ellipsis.
Note:
Only inactive codes that are not currently used in a profile can be deleted.
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Click Delete.
Parent topic: Sales Information