| □ | The Lead Sources Form allows you to define the Sources of Sales Leads that you want to be able to track. |
| • | Tracking Lead Sources is accomplished by recording the Lead Source within the Leads tab of the Prospect Form. |
| • | The Leads report will provide calculations by Lead Source, for which Salesperson received which Leads, and the number of Proposals and Invoices that resulted from those Leads. |
| □ | The Lead Sources Form allows you to define any number of Descriptions representing Lead Source Categories. |
| • | To define Lead Sources, from the Main Menu Select Maintenance and Choose the Prospect Tracking/Proposal Items sub-menu, then Click Lead Source. |
Lead Sources Form
| • | This Lead Sources Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out. |
| • | Navigation Menu - The Navigation Menu is located at the top of the Lead Sources Form. |
| • | This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as special Print and Search functions. |
| • | Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Lead Sources Form. |
| • | Table View tab - A tabular (spreadsheet style) Table View of the currently defined Lead Sources is accessible by Clicking the Table View tab at the bottom of the Lead Sources Form. |
| • | To display a specific Lead Source record in the Record Editing section, Click on that record within the Table View section, or use the Search Icon (see the "Using the Special Functions" section later in this chapter). |
| • | This Table View information may be Pinned in Place by Clicking the Pin Icon on the right. |
Leads Sources Form - with Table View tab Pinned Open
| ▪ | You may Un-Pin this Table View by Clicking the Pin Icon again. |
| ▪ | Click on any listed record to display that information in the center (Main Body) of the Form. |
| • | There are two columns of data in this Lead Sources Record Listing: |
| 1) | ID - The record ID assigned by the system when the entry is originally saved. |
| 2) | Description - The actual explanation for the Lead Source. |
| • | Each column's Header Name describes the data contained in that column. |
| ▪ | Clicking on a Header Name will set the order in which the Lead Sources will be listed. |
| ▪ | Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending). |
| ▪ | The Header Name that is determining the Order of the list will have an Icon indicating the Order displayed next to that Header Name. |
| • | To define the Lead Sources which will be used to identify the Lead Source Categories |
| • | Click the  Icon to start the Lead Source entry in the Record Editing section. |
| • | ID - This is the system assigned record number which is inserted automatically when the record is initially saved. |
| • | Description - Enter a brief Description for this Lead Source entry. |
| ▪ | The Description may up to 30 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks. |
| • | Click the  Icon to record this Lead Source entry. |
| • | The system will assign an ID. |
| □ | Using the Special Functions on the Navigation Menu at the top of the Lead Sources Form: |
| • | Print - Click the Print Icon to View and/or Print a list of the Lead Sources. |
| • | Yes - Click the Yes button to View a copy of the report. |
| • | No - Click the No button to open the Windows® Print dialog where a copy of the report may be sent to a selected Printer, or Printed to a File. |
| • | Cancel - Click the Cancel button to close this Print question and return to the Form. |
| • | Search - Click the Search Icon to open the Search Lead Sources dialog. |
Search dialog
| • | See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog. |
