To select the referral source for the customer on this deal, click the drop down arrow and make a selection.
Customer Sources can be added or deleted in the 'Maintenance' section under 'Customer Source List'.
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<< Click to Display Table of Contents >> Navigation: Using The System > Basic Features > Deal Processing > Processing a New Deal > Step 1: Start New Deal > Select Customer Source |
To select the referral source for the customer on this deal, click the drop down arrow and make a selection.
Customer Sources can be added or deleted in the 'Maintenance' section under 'Customer Source List'.