Sources

Sales information can be provided on company, travel agent, source, and contact Profile screens, primarily on the Sales Info tab. This information can assist Sales Managers in decision-making and can be used as filters in preparing sales reports.

A source indicates how you came to acquire this account (e.g., through an advertisement, a web site, a referral, etc.). Select Configuration>Profile>Sales Information>Sources to set up sources. The Sources screen appears.

The Sources screen shows the following information.

Code. Code that represents the source.

Description. Description of the source code.

Seq. Number that controls the position of the source in displays.

Adding and Editing Sources

To create a new source, select the New button from the Sources screen. To modify an existing source, highlight your choice on the Sources screen and select the Edit button. The Sources- New or Sources- Edit screen appears.

Provide the following information and select the OK button.

Code. Enter a code for the source (for example, WEB for web site, TS for trade show, CC for cold call, REF for referral, etc.).

Description. Enter a description for the source code.

Display Seq. Enter a number that will control the position of this source when listed in screen displays. Sources that do not have a display sequence number appear in alphabetical order following the sources that have a sequence number assigned.

Inactive. Select this checkbox to inactivate the selected source. Leave unchecked for active codes. Inactive codes will not be available for selection on a profile, but will be available for selection in filters and queries.