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Lead sources help you to track where your new clients and prospects are coming from. Maintain your list of lead sources here and then select the proper lead source when entering a new client record. Go to Maintenance > Client > Lead Sources.
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PATHWAYS TO SUCCESS
The lead source is a very important tool. Keeping track of how customers hear about you and become clients can have a significant impact on how you spend your valuable marketing dollars. Spectra is designed to provide detailed sales analysis on these lead sources, so don't forget to ask your new clients where they heard about you so you can complete the “Lead Source” section. |
Lead Source Maintenance
