Recording Client Sources

Keeping a record of how clients heard about your business can help you determine what marketing and advertising initiatives work, and which ones are a waste of money. This is easy to do in Power Diary, here's how:

Setting up or Editing Your "How Client's Heard About Us" Options: 

  1. Go to Setup > Custom Lists
  2. Select Client Marketing Source
  3. Add or remove marketing sources as required.

How to Record the Marketing Source in the Client Profile:

  1. Access the client record through the client search.
  2. Select the desired option from the How Client Heard About Us field.  
  3. Click Save.

Hint 💡

You can report on client sources by going to Reports > Clients > Client Sources. You can also use these for client list generation by going to People > Clients > Advanced Search.

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