Find answers, ask questions, and connect
with like-minded conquerers around the world.

Clear all

Need To Be Able To Assign Marketing Sources & Sub-Sources To Accounts

Daniel Gallegly
65 Points
Posts: 39
Topic starter
Joined: 1 year ago

Sales suggestion: It would be very useful to have the ability to assign sources and sub-sources to leads so that we can see where leads are coming from. For example, "Trade Shows" could be a Marketing Source, and "January Expo" could be the related Sub-Source, etc. Currently the only way to achieve something like this is to us the "Tag" feature on the account, which doesn't seem like an ideal way to go about it.

1 Reply
Nicole Clarke
22 Points
Posts: 6
Joined: 1 year ago

Great idea!