Sources are the individual marketing efforts used to advertise your business. If your company is bringing Data into improveit 360 from a previous CRM system, the Data Conversion process includes the load of Marketing Sources. If you ARE bringing data into improveit 360 from a previous system, do NOT create Marketing Sources until your Data has been loaded. Creating Marketing Sources prior to a data load runs the risk of having Duplicate Marketing Sources.
Let's take a look at adding Sources to your system, and tracking the spending for each Source:
Now let's discuss why it's important to End any Marketing Sources your company no longer uses for Advertising...