Setting up client lead sources
Lead sources let you track how the company gets job leads. With this information, you can make informed decisions about how to effectively market your business. Suppose that AAA Contracting places an advertisement in the telephone book and adds it to the list of lead sources. As new leads come in the office staff notes when a new client selected the company based on that particular advertisement. To determine how many new leads resulted from the advertisement, the owner prints a list of clients using the lead source as a selection criterion.
You can also include referrals from industry professionals such as architects, as well as from materials suppliers and subcontractors. If you want to track referrals from companies, leave plenty of room in the numbering system to add new referrals as they come in.
To set up a lead source list:
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1
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Open 3-6 Receivable Clients. |
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2
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Click the Sales and Marketing tab. |
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3
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Next to the Source list, click the detail button. |
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4
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In the Lead Source# text box, enter the lead source number. |
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5
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In the Source Name text box, enter a description of the lead source. |
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6
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Repeat steps 4–5 for each source. |
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7
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On the File menu, click Save. |
More resources
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.