Set up and record customer sources

If you want to identify how you are acquiring your customers (e.g. from referrals, advertising campaigns, partner companies, etc.), you can create and use customer sources.

Set up customer sources

1. Go to Sales> Customers.

2. From theActions(3 dots ) menu selectSources.
   
   
   

3. A source called Other is created by default. Select an existing source to edit if required.

   

4. Enter a Source Name, such as Trade Show, together with any associated cost (for information purposes only).

5. Select Add New Source. Repeat this process for any other sources you want to add.

Assign a source to a customer

Once you've added sources, you can then assign them to customers.

1. Go to Customers and select the customer from the list.

2. Select the Options tab then select the Source from the list.

3. Select Update.