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70
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Oct 30, 2020 2:37 pm
Sales suggestion: It would be very useful to have the ability to assign sources and sub-sources to leads so that we can see where leads are coming from. For example, "Trade Shows" could be a Marketing Source, and "January Expo" could be the related Sub-Source, etc. Currently the only way to achieve something like this is to us the "Tag" feature on the account, which doesn't seem like an ideal way to go about it.
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26
Points
Oct 31, 2020 8:26 pm
Great idea!