This section guides you through the process of editing marketing information on 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 Edit 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 changes to the database.
• Cancel: Click this button if you decide not to save the changes and wish to return to the previous screen.