Lead source and status

A lead is a potential customer and now you can track where they heard about your business. When the lead becomes a customer through a transaction that has been recorded, the lead source and status information remains on the customer card for marketing and advertising purposes.

To create a lead source

Go to any command center and select the Lists menu. Select Lead & Customer Information then Lead Sources or Status. The Lead Source List window or the Lead Status List window appears.

Click New. The Edit Lead Source or Edit Lead Status window appears.

Enter a source or status for your leads. For example, Social Media, Online, Friend, Current Customer, Expired, etc.

Click OK to accept the entry and close the window.

On the lead card under the Card Details tab you can enter the source and the status that you just created. You will then be able to filter some reports using this information.