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Lead Source

edited Nov 22, 2019 10:28AM in CRM 1 comment

I would like to be able to create lead sources that show when a sales person creates an estimate, order, etc. This is different from marketing campaigns.

For instance, when entering a lead, etc the sales person can pick from a drop down menu that lists inbound call, inbound email, cold call, etc.
How can this be done?

Thanks,
Jim

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