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Configuring Market Sources
Configuring Market Sources

Market/Sub Market Source setup to track where business is coming from.

Rebecca Castro avatar
Written by Rebecca Castro
Updated over a week ago

Add Market Source

  • Click on "Configuration".

  • Click on the "Market Sources" tile.

  • To edit or rename an existing Market Source, click on the Notepad button.

  • Click on "Add Market Source" to add a new Market Source.

  • Enter name of Market Source.

  • Click the Green Check Mark to save.


Add Sub Market Source

  • To add Sub Market Sources associated with Existing Market Sources, click on the Sub Market Sources tab.

  • Click the "Add Sub Market Source" button.

  • Select the existing Market Source associated with the new Sub Market Source.

  • Enter the new Sub Market Source.

  • Click on the Green Check Mark to save.

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