Support Menu
- CRM Overview
- CRM Layout
- Account Setup
- Contact Management
- Mail Merge Profile
- Manage Contacts
- Categories
- Custom Fields
- Client Touch
- Flags
- Sources
- Landing Pages
- Add/Edit
- Email Templates
- Add/Edit
- Intelligent Links
- Other Templates
- Letter Templates
- Automate
- Autoresponders
- Action Sets
- Create Action Sets
- Add Action to Contact
- Add Action to Autoresponder
- Add Action to Landing Page
- To-Dos
- Agenda Assistant
- Birthday Assistant
- Deals - Project Management
- Deals Overview
Sources
- Sources are used to track where a contact came from such as networking event, website, Facebook, etc.
- Sources can be added in a contact card or in an Action Set.
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Source in Contact CardIn a contact card, the source is shown in the right had column. A source can be added here.
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Create Sources
- Select the settings Gear Icon located in top navigation bar. Navigate to the Sources tab in the left column.
- In the Sources dashboard the number of contacts attached to each source is shown in the right column.
- Select the Add Source button or edit a current one.
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Add Content and Save