In prospect form, there is a field called Marketing Source. This is where you can add items for you to choose in the field Marketing Source. Marketing source refers to how the staff obtained the prospect’s information. Did you get the prospect through School Visits or After School Events?

Add Marketing Source


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

Update Marketing Source


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

Delete Marketing Source


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

 

 

 

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