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Sources

Updated

In this article:

Overview

Sources represent the referral channels through which new Accounts first learn about your organisation (for example, websites, campaigns, or word of mouth).

The selected Source is stored on the Account record and can be used for marketing analysis and reporting. For example, the filtering system can be used to identify Contacts associated with Accounts that originated from a specific Source.

Sources are also recorded on Bookings, allowing referral data to be analysed alongside sales activity.

Add a Source

  1. Click + Add to open the Add Source dialog.
  2. Enter a name for the Source.
  3. Select the Companies to which the Source applies.

The new Source is added to the Sources table and becomes available for selection.

Add Sources dialog box

Add Sources dialog box

Edit or Delete a Source

Note

A Source cannot be deleted once it has been associated with Bookings or Accounts.

  1. Select the Source to open the edit dialog.
  2. [Optional] Update the Source details.
  3. Click Save or Delete.

Edit or delete a Source

Edit or delete a Source

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