Difference between revisions of "Sources"
From Ecoachmanager
(Created page with "To set your Sources section. click on''' Tools''' on the '''Taskbar''' then '''Config'''. Click on '''Vehicle Options''' then '''Sources'''. Click on Add New Record and add data ...") |
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| − | To set your Sources section. click on''' Tools''' on the '''Taskbar''' then '''Config'''. Click on '''Vehicle Options''' then '''Sources'''. Click on Add New | + | To set your Sources section. click on''' Tools''' on the '''Taskbar''' then '''Config'''. Click on '''Vehicle Options''' then '''Sources'''. Click on Add New Sources and add data as required. Click '''Save Changes''' to save data. This will be available to select from in the list when entering a new quote. |
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| + | '''Summary''' | ||
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| + | The sources section is used to add a list of possible sources that quotes can be received from. | ||
| + | Once configured the sources will show in a dropdown list on the quote page and can be used to track the sources of quotes for marketing targeting. | ||
Revision as of 07:27, 2 January 2024
To set your Sources section. click on Tools on the Taskbar then Config. Click on Vehicle Options then Sources. Click on Add New Sources and add data as required. Click Save Changes to save data. This will be available to select from in the list when entering a new quote.
Summary
The sources section is used to add a list of possible sources that quotes can be received from. Once configured the sources will show in a dropdown list on the quote page and can be used to track the sources of quotes for marketing targeting.
