Marketing Sources

Marketing Sources identify how a sales lead learned about your company or how a Salesperson learned about a sales lead.  When creating a proposal, the Marketing Source is a required field.   Your company may select a default marketing source th...

Marketing Sources are used to identify how a sales lead learned about your company, or how a salesperson learned about a sales lead. When creating a new proposal, the Marketing Source is a required field.  To add a new Marketing Source, from th...

To delete a Marketing Source, from the main menu, arrive at the Marketing Sources setup with this path: Setup > Proposals > Marketing Sources. The Marketing Sources list will be displayed.  Locate the record you want to delete, and then click o...

A Marketing Source may be edited at any time.  However, keep in mind, if a change is made, this will affect all open and closed proposals where the original marketing source was used. To edit a Marketing Source, from the main menu, arrive at th...