On the Customer relation source page you manage the sources you use to mark where a customer relation came from (for example website, referral, trade show, advertisement). Sources help you track which channels bring in leads.
Click Main menu / Settings / System settings / Customer relation source. At the top you see the New, Open and Delete buttons, below them the list of sources with the Name column. Click a row to select the source. The screenshots were taken in the Hungarian interface.
Click New, or select a row and click Open. In the window that opens, fill in the Name and Description fields. Click Save to store the source and Close to close the window.
Select the row and click Delete. Before deleting, check whether any customer relation still uses this source.
Use consistent, clear source names (for example Website, Referral, Trade show), so that you can easily see later which channel brings in the most leads.
The fields of the customer relation source form.
| Field | Required | Description |
|---|---|---|
| Name | The short name of the source shown in the selection lists. | |
| Description | A free-text explanation of the source. |
Fill in the Name field and click Save. If the window does not close, check that all required fields are filled in.
In the description you can note what the source means, so your colleagues choose consistently.
You can delete the selected source with the Delete button. Before deleting, check whether any customer relation still uses it.
Yes, select the row, click Open, change the name and save.
The menu item is located under Main menu / Settings / System settings. If you do not see it, your user probably does not have the required permission; ask your administrator to check the settings.
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