Customer Lead Sources

This screen allows you to maintain a file of Customer Lead Sources, which are used to analyse Sales by Lead Source.   Customer Lead Sources are User-defined and can include such types as:

• Newspaper
• White Pages
• Call Centre

Entry and Display fields

Type: Enter the Name of the Lead Source.   Duplicates not allowed.

Description: Enter a short description of the Lead Source.  No checks are made on this entry

Data Display Options

Field Position: On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

Buttons

Close: This will close the Lead Source screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will send the cursor to a new line for entry of a new Lead Source.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.

Delete: This removes the current highlighted Lead Source.