Lead Type Setup

MoversSuite Administration > Customer Service > Lead Type

 

Use this setup to define lead sources tracked in MoversSuite.

 

 

Lead Type Field

Description

Lead Type

Enter description for the type to be available from within the Lead Source field in Name, Address, Phone and Sales Lead Information (up to 20 characters).

MoversSuite provides the following default values:

Facebook

Yellow Pages

Referral

Other

Interface Item

 

Use this section to link the make record to an external system that may be required for exchanging data between disparate systems.

Interface

Select a value from the list defined within XML Interface Setup

External Code

Enter a code supported by the Interface for exchanging data with MoversSuite (up to 32 characters).

 

 

RELATED TOPICS:

Closing Ratios Report