2 Source List
From TrueERP wiki
Source List
Do you know how to view the Source List ?
The Source List allows you to enquire on and list sources of customer contact such as advertising campaigns like Yellow Pages, also sources such as Referrals. You can also 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. Lists in ERP can be Filtered<LinkId=251>, Searched<LinkId=252>, Customised<LinkId=249>, Printed<LinkId=253> and Exported<LinkId=254>.
Select the CRM tab
Select the Source List button
Select the relevant radio button to display the required list, i.e:
Active Sources Only Inactive Sources Only All Sources
When appointments have been made they will show in the Source List (date driven) in the Appointment Count column You can add the Enquiries totals from a basic source count into the system - click on the + in the enquiries column This will then calculate the % Success Rate of Enquiries to Appointments
