How to create a Call Lead Source with a new phone number

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Call Lead Sources help identify two major questions about your marketing. First, they help determine how a customer heard about your company. Second, they help determine a return on investment on a particular marketing source.

Looking for the basics on making a Call Lead Source? Click here.

Detailed Steps

1. In FieldEdge, click Settings. Then from the Settings menu, under the Work Order section, click on Call Lead Source.

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2. To create a new Call Lead Source, click Add Lead Source in the upper right corner.

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3. Next, click into the Name field to provide the Lead Source's name.

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Optional Step: If you have an image saved on your computer, that you'd like to represent the New Lead Source, click the Add Image button.

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4. To assign a new Phone Integration number, click Get New Number

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5. Typing in an Area Code and clicking Get List will reveal Avaialable Phone NUmbers. Leaving the Area Code field blank and place a check mark in the 800 Number field to specify only a list of 800 numbers.

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6. Click on a number in the Available Phone Numbers list. Once the number is locked into the Phone field, you're almost done.

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7. Click Create to save the New Lead Source.

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