Call Lead Sources help identify two major questions about your marketing. First, they help determine how a customer heard about your company. Second, they help determine a return on investment on a particular marketing source.
Looking to learn how to make a Call Lead Source, with a new number? Click here.
Detailed Steps
1. In FieldEdge, click Settings. Then from the Settings menu, under the Work Order section, click on Call Lead Source.
2. To create a new Call Lead Source, click Add Lead Source in the upper right corner.
3. Next, click into the Name field to provide the Lead Source's name.
Optional Step: If you have an image saved on your computer, that you'd like to represent the New Lead Source, click the Add Image button.
4. Click Create to save the New Lead Source.
Comments
Please sign in to leave a comment.