This section guides you through the process of adding new marketing information to your system.

Overview

You can customize your list of marketing information to better suit your business requirements. This marketing description can then be selected when entering general client information.

Procedure

1. Navigate to Setup > Marketing Information.
2. Click the Add a New Marketing Info button.

Details

Complete the following fields:

• Description: Enter a clear description for the marketing information (e.g., "Pamphlet," "Friend," "Social Media Ad").
• Enabled: Select the checkbox to activate and enable this marketing information for use.

Actions

• Save: Click this button to save the new marketing information to the database.
• Cancel: Click this button if you decide not to save the information and wish to return to the previous screen.