Setting up Referral Sources - Contact point
Referral source is from where they heard about the company. Contact point is how the client contacted you ( Eg: Display home ). This is the place ...
Tue, 9 Jun, 2015 at 3:11 PM
How to enable the Traffic screen for users
Traffic screen is made available by assigning an appropriate security role. e.g. Marketing Support You will need to assign a Referral Source...
Mon, 18 Apr, 2016 at 10:54 AM
Adding a Display Home
To setup a referral source Display Home, the correct method is to setup the Display home directly. With a System Admin enabled login, navigate to Adm...
Mon, 29 Jan, 2018 at 2:59 PM