Lead Sources

34 views April 17, 2017 jpajaro 0

Lead Sources

This grid shows a list of Lead Sources for customer accounts. Users can create, edit or delete Lead Sources:

catalystLead Sources Screen

Add a New Lead Source

  1. Right click and select New.
  2. Type in a new code and a description.
  3. Select a company from the drop-down list.
  4. Select a Start Date and an End Date.
  5. When finished, Click OK.

 

lead-sources-2New Lead Sources Screen

 

Edit a Lead Source

  1. Right click and select Edit.
  2. Edit the code or description.
  3. Select a different company from the drop-down list.
  4. Select a Start Date and an End Date.
  5. When finished, click OK.

 

lead source screenEdit Screen