Analysis Codes

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Analysis Codes

Click Customer > General tab > Source of Lead > edit popup Edit Popup Contents to display window.

 

1.Click add Add to add a new row

 

2.Add a new label into the descriptions column, e.g. a branch name

 

3.Complete any extra information in the other 2 columns. These are optional so can be left blank if not needed.

 

Repeat by adding in new rows as needed.

 

Click update_small Update to save and close the window