OFS Pro User Guide

Lead Sources

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

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 OK.

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 OK.

Edit Screen