The Prospect Sources list lets you identify how prospects and customers
first heard about you.
PROSPECT SOURCE BASICS
When to Use Prospect Sources | Entering Prospect Sources | Using
Management Software | Lead Tracking Software
Actions Taken | Address Book | Contact Types | Customer
When to Use Prospect Sources
Use Prospect Sources in the Address Book and
in Customer Accounts. You might want to include classifications like advertising, referrals,
trade shows and your web
Entering Prospect Sources
To enter Prospect Sources, follow these steps:
- Choose Income Setup from the Options menu, and choose Prospect Sources from the submenu.
- Click the New button, and type in an item. You can also double-click on an item and change its text.
NOTE-- The Prospect Sources list is a simple
list of text. For more about simple lists, click
Using Prospect Sources
To evaluate the results of your advertising efforts, use the Find command to locate customers and prospects who heard about you
You can also use the Prospect Source choices as a breakdown in Reports.
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