Adding new Sources to your system is most commonly done when you first setup your system and when you start using a new marketing Source. This setup is critical to accurately track where your Prospects are coming from which will result in accurate reporting on your ROI for each Source.
Adding New Sources
Navigate to your Settings tab and click 'New Source'.
The New Source page will open, fill in the:
Source Name - the name of the specific marketing campaign, in this case the '2015 Home and Garden Show'.
Source Type - the broad category of marketing, in this example set it to 'Show or Event'.
Start - the date you started using this Source. In this case we will use the date the show started. This will be the date you and your Users can select this Source when entering new Prospects.
End- the date you stopped using this Source. In this case we will use the date the show ended. This will be the date you and your Users cannot select this Source when entering new Prospects. If you will be entering Prospects into your system in the days following the show's end, entered the end date as much as you need.
Click 'Save' and you will land on the new Source you just created.
Now that the new Source is created with a Start date in the past, we can select the new Source when entering a new Prospect.
The Source list is generated depending on the Source Type selected. Click the Source Type dropdown and select 'Show or Event' and the new '2015 Home and Garden Show' will become available in the 'Source' dropdown.The 'Taken On' date reflects the date the Prospects information was captured. This will default to today's date but can be changed manually. The 'Taken On' date also acts as the date the system will look at to make sure the Source is available based upon the Sources 'Start' date. If we changed the 'Taken On' date to a date before the Sources 'Start Date' or after the 'End Date', we would not be able to select the 'Source'.
Important Facts
When setting up your system, make sure to enter all of the Sources your company actively uses to get Prospects. This is a critical piece to ensure you accurately track where your Prospects are coming from and will result in accurate reporting.