Managing Campaign Sources with OnSite CRM
Manage Campaign Source
Menu: Admin > Manage Campaign Sources
The Manage Campaign Sources section is used to get the information/details of each lead that was acquired from a web form (existing outside the CRM system). This helps you track your campaign progress and efficiency.
Adding, Editing, & Deleting Campaign Sources
Web lead sources can be tracked by OnSite CRM via the Manage Campaign Sources option. After navigating from Settings > Administration > Manage Users, you will find the + Add Campaign button in the top right corner of the CRM screen, or Edit and Delete Campaigns to the right of each lead source in the list.
- Friendly name refers to the name of the lead campaign. Ex: AdWords.
- Enter in a description that explains the name. Ex: Google Adwords.
- Enter or edit the following fields in the source form.