How do I edit my customer sources?

You can specify the sources of your customers. For example, you may want to know that a customer found you through your website or walked into your branch.

  1. Click on 'Sources' under the 'Admin' tab
  2. Select an existing Source or click 'add source'
  3. Fill in the details and save the source

If you want to move an individual Source, click on the up/down arrows.

You can only amend Sources if you have Manager rights.

Topic: Admin

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Admin