Information Source are the options that appear in How do you know about us? field found in application form and prospect form.
Add Information Source
- Find Settings on Navigation Bar located on the left side of the screen > Navigate to Marketing
- Under Marketing, click Information Source > click Add New
- In the Code field, enter the information source code
- In the Name field, enter the information source
- In the Description field, describe the information source
- Set the Status slider to Active
- Click Save
Update Information Source
- Find Settings on Navigation Bar located on the left side of the screen > Navigate to Marketing
- Under Marketing, click Information Source > click Update > Update the required fields
- Click Save
Delete Information Source
- Find Settings on Navigation Bar located on the left side of the screen > Navigate to Marketing
- Under Marketing, click Information Source > click Delete
- On delete confirmation prompt, click Delete