Customers can be assigned a “Source”, generally to indicate how they found you.
Examples may be Trade Show, Direct Mail, Social Media,…
Sources are defined under Maintenance > User Lists > Customer Groups > Customer Sources 2
Customers are assigned Sources on the Customer window > Category
Use the Dropdown menu to select a source, and the Source Memo can be used for more specific information.
Reports:
Reports > Marketing Reports > Source Analysis
Reports > Marketing Reports > Bookings by Source
Some of these reports can report on new customers gained during a time period.
