This file will guide you through the steps to set up your contact sources. As default we have set 5 common default sources needed to track clients

• internet
  
• print psetupublications
  
• personal
  
• other advertising
  
• other
  

These are the main 5 common primary sources that we found clients have needed to market to their business.

These sources are default and cannot be altered, but you can add sub categories to any primary sources. Sources are use throughout the software to track enquiry and also define marketing in your business strategies. Once a client is assigned to a source in the system, you will no longer be allowed to delete that source until you assign clients to another source.

To add a new source follow these steps

• Go to the main menu and click on setup menu
  
• Click on sub menu called contact sources
  
• You will now see default source groups which you can add sub groups to
  
• Any source that has sub group, you will see a plus icon , click to open and see the sub menus
  
• To close a group simply press  sign
  
• Click on  on right hand side of the page 
  
• Using the selector drop box , select your Primary Source
  
• Type in the text edit field your Source Name
  
• Click
  
• You will now see your added contact source in the list