Lead Source

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This article covers the Lead Source field on the Quote and Job (pictured below), and it broken into the following parts

1. Uses
2. Customize your list of Lead Sources

1. Uses

The Lead Source helps us keep track of where our customers are coming from.

If our Job was converted from a Quote, the lead source from the Quote would carryover to the job.

We can filter Quotes by Lead Source.

1. Go to File > List Management > Picklist Data

2. Select Advertising Source

3. Add categories by clicking the add button.

Add a description.

Add a unique four digit code.

Add an order if the order items appear in the drop down list is important to you.

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

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