Advertising sources

Depending on how you market your company, you may have a variety of advertising types. This setting allows you to add them to the “How did you hear about us” options that customers can select when asked.

Within the system, you can manage different ways your customers heard or contacted you for work. This page allows you to add items to any dropdown related to advertising.

Add Advertising Type

➡️ Go to Profile icon > Settings > Customers > Advertising Sources > View.

1. Complete the Advertising types field.
2. Click Add Advertising Type.

Edit Advertising Type

➡️ Go to Advertising Sources.

1. Click Edit.
2. Amend the reason.
3. Click Save.

Merge Advertising Type

➡️ Go to Advertising Sources.

1. Click Edit.
2. Choose Yes next to "Do you want to merge this advertising type".
3. Select the advertising type from the dropdown.
4. Click Merge.

Delete Advertising Type

➡️ Go to Advertising Sources.

1. Click Delete.
2. Type "Delete".
3. Click Delete.