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.