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.
- Click on 'Sources' under the 'Admin' tab
- Select an existing Source or click 'add source'
- 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.
