How do I add, edit or remove Sales Opportunity Source Codes?
WebLink Connect allows you to track the source of any new Sales Opportunities through Source Codes. When you create a new Sales Opportunity, you can identify the Source of the opportunity through a Source Code. This information is helpful for identifying good leads for new revenue. Follow these steps to create Source Codes.
1. Go to Admin > Manage Codes > Sales Opportunity Codes > Source Codes.
2. Click New. The Selected Code text fields empty.
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