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 publications
  
• 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 used 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:

• Login to Arosoftware and under the Settings Cog icon, click on the sub-menu called contact sources
  

• You will now see default source groups which you can add sub-groups to
  
• Any source that has a sub-group, you will see a plus icon, click to open and see the sub menus
• Click on Add Source
  
• Using the selector drop-box, select your Primary Source
  
• Type in the text edit field your Source Name

• You will now see your added contact source in the list