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EventPro Software User Manual

Breadcrumb Trail: EventPro Setup > CRM

Lead Sources

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1.Lead Sources allow you to group potential clients according to what motivated them to inquire about your event organization. (Lead Sources are used in Sales Management, which is a separately purchased module.)

2.Go to Setup > CRM > Lead Sources.

3.Start a new record or edit an existing record under the Lead Sources tab.

4.The Setup Lead Source edit form appears.

5.Item Code: Enter the name of this lead source.

6.Click Save and Close.

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