Sunday, January 26, 2014

Configure & track your own lead sources in the OMS

You can now configure your own lead sources for contacts in the OMS. Users will be able to pick the configured lead source types from a dropdown on contacts as shown below:

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To configure your own set of lead source types, simply go to Setup / Sales Settings / Lead Sources and follow the instructions (as office administrator). You can even create sub categories as indicated below:

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For groups of offices, a setting is available to configure lead source types for all your offices (enabled by default). Please click on the help & example link on the lead source page.

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