![]() |
|
||||
Prospect Sources |
|||||
|
PROSPECT SOURCE BASICS RELATED TOPICS When to Use Prospect SourcesUse Prospect Sources in the Address Book and in Customer Accounts. You might want to include classifications like advertising, referrals, trade shows and your web site.
Entering Prospect SourcesTo enter Prospect Sources, follow these steps:
Using Prospect SourcesTo evaluate the results of your advertising efforts, use the Find command to locate customers and prospects who heard about you from each source.You can also use the Prospect Source choices as a breakdown in Reports. Main Page | Accounts | Lists | Transactions | Menus | Index | Website | User Page |