Customer Sources

Owned by Stephen Juliano (Unlicensed)
Last updated: Jul 31, 2022 by Colleen Juliano
1 min read

Table of Contents

Overview

Customer Source identifies the method of first contact with a customer or sales prospect.  Use as many sources as necessary to define the ways in which contact was made with customers.  Sales reports can then be used to identify the sources that generate the most customers and sales.

Detail

Customer source is simply a source code, up to 10 characters and a 60-character description.

  1. Type source code

  2. Type description

  3. Press save/F10