What does the “Source” field mean?
The “Source” field is there to enable you to track where your Customers and Leads / enquiries are coming from. The Source of new business is very important for small businesses especially in order to track their marketing activities to determine which are working for them and equally those which aren’t.
When you start using Lucro, you simply need to enter all marketing sources which apply to your business – but don’t worry, we’ve given you a head-start by adding lots of the most common ones for you already.
You can add additional Sources at any time and there is no limit, so add as many as you need!
How do I add Sources into Lucro?
To add your own Sources into Lucro, simply go to the “System Settings” menu and then click “Sources”. From there you will a list of existing Sources which you can delete any you don’t want, or just leave them, it doesn’t matter.
To add your own Sources click the “Add Source” button (top right) and enter your new Sources. You can add additional Sources at any time and there is no limit, so add as many as you need!
How do I delete Sources I don’t want?
Sources can only be controlled by the Super Admin (SA) User.
To add / edit / delete a Source, simply go to the “System Settings” menu option and then click “Sources” which displays a list of all current Sources in your system.
To add a new Source, click the “Add Source” button top right.
To edit or delete an existing Source, select the “Actions” button to the right of the Source, choose your option from the list and then confirm your choice.