Add Lead/Acquisition Sources

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Lead/Acquisition Sources are used to identify how this lead was brought to your organization.  You can create these sources based on your organization needs to classify and categorize your leads.  You can add Lead/Acquisition sources in two ways.  The first is by using Classification Codes.  For classification code help please refer to KB Article - Classification Codes, Working with Lead/Acquisition Sources.  The second way is by creating them within the Sales and Marketing module.  To add a new Lead/Acquisition Source use the Argenta main menu on the left hand side and select Sales and Marketing > Lead/Acquisition Source.
 
 
 
 
 
This will open the Lead/Acquisition Source window where all your sources are listed.  From here select "Add New."
 
 
 
 
This will open the Add A New Lead/Acquisition Source window.  From here you will type in a name for your new source in the Lead/Acquisition Source
 
 
 
 
Then click the "Add This Classification Code" to add your new source and be returned to your full listing of sources.