Lead Sources

27 views November 16, 2016 jpajaro 0

Lead Sources

This Tab shows the list of Lead Sources for the customer accounts. You can create, edit and delete the Lead Sources:

catalyst

Lead 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 the OK button.

 

lead-sources-2

New 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 the OK button.

 

lead source screen

Edit Screen