Manage Source Codes

Source Codes
How do I add, edit or remove Sales Opportunity Source Codes?

Atlas allows you to track the source of any new Sales Opportunities through Source Codes. When you create a new Sales Opportunity, you can identify the Source of the opportunity through a Source Code. This information is helpful for identifying good leads for new revenue. Follow these steps to create Source Codes.

1. Go to Admin > Manage Codes > Sales Opportunity Codes > Source Codes.

2. Click New. The Selected Code text fields empty.
3. In the first text field, enter the name of your new Source Codes.
4. In the second text field, enter the description of your new Source Code.
5. Click Save. The new Source Code appears in the Codes datagrid.

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