Setup - Referral Sources and Contact Points
ClickHome can track two different marketing activities for each lead or contract. Referral source is from where they heard about the company. Contact ...
Fri, 2 Mar, 2018 at 4:07 PM
Setup - Enable the Traffic screen for Users
Traffic screen is made available by assigning an appropriate security role. e.g. Marketing Support You will need to assign a Referral Source to the ...
Fri, 2 Mar, 2018 at 4:05 PM
Setup - Adding a Display Home (with Referral Source)
To setup a referral source Display Home, the correct method is to setup the Display home directly. With a System Admin enabled login, navigate to Adm...
Fri, 2 Mar, 2018 at 4:05 PM