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Overview:

The Lead Sources window allows you to create codes to identify sources leading to the generation of new Work Orders and Work Order quotes. This window also allows you to identify which OUs have authorization for each source. 

Benefits:

  • Useful piece of information when a new lead is generated into a Work Order or Work Order Quote 

Roles:

  • Service Management Setup Manager

Location:

  • Service Management > Setup > Lead Sources

Video:


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Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.