Follow

Lead sources

In brief

Lead sources identify how case sales are generated. Whether initiated by the customer, through cold calls or from a partner's suggestion, lead sources can be used to track sales figures and delimit report results.

Manage lead sources

  1. Go to tools > settings > lead sources. Existing sources are displayed in the table.
  2. Enter a new keyword in the field and click add.
  3. Or to edit an existing keyword, click the edit icon_edit.png, Disable or delete  icons.
lead_sources.PNG

 

Select lead source on a case

  1. Open a case, and locate the sales section.
  2. For lead source, click to open the drop-down menu and click to select a source.
  3. And, save.
lead_source.PNG
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Powered by Zendesk