Setting up your Sources

• Select 'Sources' under the 'Configuration' tab in the top navigation bar.
• This will open the page for 'Lead Types ' 

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Before your initial set up, you need to piece together your various sources and break them down into the specific layers as follows:

Lead Types

• 'Lead Types' are database configured, therefore cannot be created or amended by the user. They describe who was responsible for the introduction of business.
• 'Lead Types' consist of 'Company Generated', 'Introducer Generated', 'Self Generated' and 'SENRO Introducers'.

Mode

• 'Mode' describes how they contacted the business. Each Mode can only be assigned to one 'Lead Type'.

Motivation

• 'Motivation' describes why they wanted to use your services. 'Motivations' can be assigned to single or multiple 'Modes'.

Triggers

• 'Triggers' describes in more detail what triggered them to use your services. Triggers can be assigned to single or multiple 'Motivations'.

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Trigger Details

• 'Trigger Details' should contain specific information relating to each of your triggers. These could be details on specific marketing campaigns or internet browsers. Trigger Details are determined by the 'Trigger Type'.

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