How do we go about adding additional options the drop down menus for Account Manager and How Did They Hear About Us?
Thanks!
Add to Contact-Account Insight Dropdowns
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- meble kuchenne Mikołów Knurów Czechowice-Dziedzice
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- JohnB
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Re: Add to Contact-Account Insight Dropdowns
The Account Manager drop down is a list of all active users.
The How Did They Hear About Us drop down is a default list of sources, including any marketing ads you've created through the console.
The How Did They Hear About Us drop down is a default list of sources, including any marketing ads you've created through the console.
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Re: Add to Contact-Account Insight Dropdowns
Hi John,
What does that mean, that it's a default list and marketing ads. The defaults are fine. Don't know how to add marketing ads. Can we add to it? Is there a way to put in who referred them?
What does that mean, that it's a default list and marketing ads. The defaults are fine. Don't know how to add marketing ads. Can we add to it? Is there a way to put in who referred them?
- JohnB
- Support Team
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Re: Add to Contact-Account Insight Dropdowns
What I meant was that the "How did they hear about us" has a default list of choices. You can add to this list as well if you need more options by doing the following:
- Go to "Marketing->Campaign Manager"
- Near the top, click on the button that says "Marketing Sources"
- Now click on the button "New Ad Source"
- The most important field is the top one titled "Source," you can leave the rest blank if you like
- Click "Save" at the bottom
- To add another Source, start again from step 2
- Go to a contact's CRM record. You can do this by using the search on the top menu and searching their name.
- In the box titled "Contact Information" on the far right of the green titlebar there is a button that looks like a tree graph. Click on this.
- There will be a text box titled "Downline"
- In "Downline" start typing the name of the contact who referred this person. Their name should appear and you can select them.
- Once you've selected the referrer, a tree graph will appear in the space below showing who referred this contact, and who this contact has referred