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


  1. Find Settings on Navigation Bar located on the left side of the screen > Navigate to Marketing
  2. Under Marketing, click Information Source > click Add New
  3. In the Code field, enter the information source code
  4. In the Name field, enter the information source
  5. In the Description field, describe the information source
  6. Set the Status slider to Active
  7. Click Save

Update Information Source


  1. Find Settings on Navigation Bar located on the left side of the screen > Navigate to Marketing
  2. Under Marketing, click Information Source > click Update > Update the required fields
  3. Click Save

Delete Information Source


  1. Find Settings on Navigation Bar located on the left side of the screen > Navigate to Marketing
  2. Under Marketing, click Information Source > click Delete
  3. On delete confirmation prompt, click Delete

 

 

 

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