Naviteer FSM Software - Broker & Distribution Editions
Naviteer FSM Software - Broker & Distribution Editions

 

 

Navigation: CRM > Setup >

Contact Sources

 

 

 

 

Contact Sources

 

The Contact Source is where the information came from.  You can add as many source fields as needed.  The source does not appear on the Prospects and Customers table.  It can however be used in a search. 

 

 

Here is an example of a quick search.

 

 

 

 

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