Lead Source Settings

Overview

During the reservation process your customers will select from a list of Lead Sources indicating how they heard about your company. You are able to indicate whether you want this to be a mandatory or optional entry for both Online and/or In-House reservations. The selection list is easily modified in your Settings module.

Setting Lead Source selection as Mandatory or Optional

  1. Main menu on the left > Settings > General Settings
  2. Lead Source Mandatory for in house: Place a Check in the box – do not check if you want this field to be optional
  3. Lead Source Mandatory for Online: Place a Check in the box – do not check if you want this field to be optional
  4. Click Save

Creating a Lead Source

  1. Menu on the left > Settings > Lead Source Settings > Click on Create
  2. Lead Source Name > Limited to 20 characters: used internally for Reports. Not visible to consumer.
  3. Lead Source Web Name > Limited to 50 characters: this is what appears in the drop-down selection list during the reservation process. > Click Save
    (Important: Do not leave this field blank – or a blank selection will appear on the drop-down list.)

Lead Source Settings

Modifying Lead Sources

  1. Click the Edit button beside the Lead Source you wish to modify
  2. Enter Modified Content in Lead Source Web Name > Click Save

Deleting Lead Sources

Deleting a Lead Source will remove the choice from the Drop-down selection list for all future reservations. The Lead Source Report will still display the statistics for a deleted lead source if it was used in any reservations – however, the deleted lead source will not be visible in the reservation (passenger) detail screen.

  1. Click the Delete button beside the Lead Source you wish to delete
  2. Click the Yes button on the pop-up dialog box