The Sources feature allows users to maintain a list of marketing sources that can be assigned to customers and prospects to track where business has originated from. These sources are filterable in the Customer and Prospect lists.
Editing a Source
Navigate to the Sources section.
Tap the name of the source you wish to edit.
Rename it as needed.
Hit Save to confirm changes.
Adding a New Source
Tap the New button.
Enter the name of the new source.
Hit Save to add it to the list.
Reporting on Sources
Sources are included in Reports > Source Report, providing insights into business acquisition trends.
Maintaining an up-to-date list of Customer Categories and Sources ensures better organization, improved filtering, and efficient customer and prospect management in SitePad CRM.