Define Lead Sources

OBJECTIVE

The Define Lead Sources option is used to manage the various sources of a call by identifying the source (reference, prospect, customer, advertisement, newspaper, etc.).

 

Lead source is available in the following options:

 

Service Management Module

  • Enter a Service Call to determine the lead source of the call.
  • Service Call Profitability report to display or hide the lead source of the call on the report.

Customer Relationship Management Module (CRM)

  • Customer Relationship Management (CRM) to determine the source.

 

PREREQUISITE 

N/A

 

Steps

 

 

Create a lead source

  1. Enter the required information in the Main Fields tab:

 

Fields followed by the * character are mandatory fields.

Field

Description

Code*

Code for the created source.

French desc.

French description that identifies the lead source.

English desc.

English description that identifies the lead source.

  1. Click Save.

 

See also

  • Enter a Service Call
  • Service Call Profitability
  • Customer Relationship Management (CRM)