Question
How do I create divisional level introduction sources?
Answer
To begin creating Division level introduction sources for use within the CRM module, select the
‘Division’ tab from the top of the screen.
When this tab is selected, a new screen is displayed allowing the user to begin creating or
amending Divisional level introduction sources.
To create a new Division level introduction source, select the “Add” option at the bottom of the
screen. A new window is then opened, allowing the user to complete the name for the
introduction source, and specify the Enterprise level introduction source to which the new
Divisional level one is to be linked:
Complete the ‘Description’ field with the name for the introduction source.
Select the Enterprise level introduction source to which this Divisional level source is to be linked
by choosing the required option from the drop down menu.
Finally, if this introduction source is financed by the manufacturer (usually applicable to national
press advertising, television advertising etc.), select the ‘Manufacturer Source’ box by placing
a tick in the field.
If this box is ticked, the Introduction source will flag as a manufacturer source on both this page
and the Introduction Source report – some manufacturers require this information to be fed
back to them by their dealer network for their own marketing planning purposes.
Once all of these fields have been completed with the information required, select the “Accept”
option from the bottom of the window. The entry will then be saved to the system and is
available for selection when creating or amending a CRM record.
To amend an existing Introduction Source, double click on the line representing it on the screen:
Enter any amendments required and then select the “Accept” option to save the changes.