Difference between revisions of "Source"
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[[Source List]] | [[Source List]] | ||
[[Sales Pipeline]] | [[Sales Pipeline]] | ||
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| − | == Overview == | + | |
| + | == Overview == | ||
| + | |||
| + | '''Tracking Sources''' (ie. the source of customer enquiries) allows you to enquire on and list sources of customer contact such as advertising campaigns like Yellow Pages, radio advertising etc. as well as sources such as Referrals. You can monitor the number of enquiries, appointments and sales resulting from each Source. Each source has a creation and expiry date to define the duration of a campaign. | ||
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| + | How to create a'''Source Type''' | ||
| + | |||
| + | *Select '''CRM''' tab | ||
| + | *Select '''Source''' button | ||
| + | *Enter a '''Description''' of the source | ||
| + | *Enter '''Expense Account'''an advertising campaign is paid | ||
| + | *Enter '''Estimated Cost''' if applicable - If this source is an advertising campaign, what is the estimated total cost of the campaign | ||
| + | |||
| + | *Enter '''Created Date''' - this is the start date of the campaign | ||
| + | *Enter the '''Inactive Date''' if applicable - this is the date the campaign ends | ||
| + | *'''Save''' | ||
Latest revision as of 00:14, 23 January 2014
Overview
Tracking Sources (ie. the source of customer enquiries) allows you to enquire on and list sources of customer contact such as advertising campaigns like Yellow Pages, radio advertising etc. as well as sources such as Referrals. You can monitor the number of enquiries, appointments and sales resulting from each Source. Each source has a creation and expiry date to define the duration of a campaign.
How to create aSource Type
- Select CRM tab
- Select Source button
- Enter a Description of the source
- Enter Expense Accountan advertising campaign is paid
- Enter Estimated Cost if applicable - If this source is an advertising campaign, what is the estimated total cost of the campaign
- Enter Created Date - this is the start date of the campaign
- Enter the Inactive Date if applicable - this is the date the campaign ends
- Save
