Lead Source Management

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.

 

Steps

maestro* > Service Management > Maintenance > Configuration > Lead Source Management

 

Create a lead source

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

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.

2. Click Save.

 

See also

• For more information on baseline web controls, access the help pages in the List of Documents - Basic Web Controls
• For more information regarding the classic version of this maestro* option, refer to the help page Define Lead Sources
• Enter a Service Call
• Service Call Profitability

 

Last modification: June 11, 2026