Change Lead Sources

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Lead Source is found on the Quote and Job to help you track where your work is coming from.

This can be especially helpful if you are trying to track the effectiveness of an ad, mailer, online, email. etc.. advertising campaign.

Lead Source is found on the Quote in the 'Job Info' section.

Lead Source is found on the Job under the 'Who and Where' tab.

Customize your lead source list by going to File-> List Management-> Pick List Data->

Select Advertising Source from the list.

You will need a 4-character code to accompany the description.

Click 'Add' then enter a description, and a code containing 4-characters.

You can also set the display order of how Lead Sources

appear in the dropdown list on the Quote and Job.

Run a report on your Lead Sources by going to Reports-> Billed Out->

and select Lead Source in the group by dropdown list.

For more information about Lead Source use the following link: https://help.cenpoint.com/docs/en/lead-source