Market Sectors
You have the ability to note different classifications of jobs that you are performing (ie. insurance, commercial, hospitals, government, hospitality).
To set up Market Sectors, navigate to the Admin Panel > Value Lists > Market Sectors.
To add, click the blue down arrow to make new record, hand key in the desired market section name. Use the trash can icon to delete any market sectors that are not relevant.
In Customer Settings under the Accounting Tab, you can assign a Market Sector to individual customers:
You can also change this on a case-by-case basis:
If you are having trouble viewing this video, click HERE
Market Source
You have the ability to track the ways that a customer or a client may have heard of your business using Market Source.
To set up Market Sources, navigate to the Admin Panel > Value Lists > Marketing
To add a new Market Source, begin typing in the last empty field. Should a monetary amount be associated, you can add this in the “monthly amount” field. You can delete any items that do not pertain to your organization.
In Customer Settings under the Accounting Tab, you can assign a Market Source to individual customers:
You can also change this on a case-by-case basis:
If you are having trouble viewing this video, click HERE
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