20. Lead Management Training Guide - Version 1 Home | FAQ | Full Training Guide     
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20.6 Maintain Heard About (Corporate)
Purpose of application is to set up new source of referral (how did you hear about us?) or view/update existing ones (e.g. search engine, real estate agent) at a corporate level. Sources of referral can be assigned to specific divisions (e.g. Toronto, Houston).
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20.6.1 Reviewing/updating existing source of referral
20.6.2 Setting up a new source of referral
20.6.1 Reviewing/updating existing source of referral
Step Action
1. Open Maintain Heard About (Corporate) application.
2. Select a source of referral from the Select heard from drop down list and click .
3. Review/update Heard About Information and Heard About Divisions sections of the form.
4. When you are done, click .
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20.6.2 Setting up a new source of referral
Step Action
1. Open Maintain Heard About (Corporate) application.
2. To set up a new source of referral, click .
3. Fill out Heard About Information and Heard About Division sections of the form.

FORM FAQ
Heard About Information
Short Description Enter a short description. This will be the unique ID used to identify the source of referral.
Status Select a status (e.g. active, inactive) for the source of referral.
Long Description Any additional information pertaining to the source of referral can be entered here.
Heard About Division Status
Select the divisions in which the source of referral should be active. By default, the source is inactive in all divisions.
4. When you are done, click .
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Updated April 4, 2013