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Adding Sources

Autosoft -

Sources allow you to track how customers learn about your dealership. Each source is categorized by type to help you organize your sources. For example, source types consist of TV, Print, Internet, and so on. Within the TV source type, for example, sources can include television stations with which your dealership has purchased advertising. Creating these codes is extremely important for tracking the effectiveness of your various advertising methods.

Step 1. Click on the Setup app button in the main navigation bar. The Setup app will open to the Dealership Information page.

Step 2. Click the Sales button from the horizontal button bar running across the top of the screen. The Sales options drop-down menu will open.

Step 3. Select Sources from the Sales options menu. The Sources screen will open.

Step 4. Click the New Source button in the upper-right corner of the screen. The Add Sources pop-up will open, allowing you to add multiple sources at once. 

Step 5. Type a name for the individual source in the Source Name field. 

Step 6. Use the Source Type field's options button to open the options menu and select the type of source. 

Step 7. Click the blue + button to add another source if necessary and repeat steps 5 and 6. 

Note:  If you want to remove a source you've added to the pop-up, if you haven't yet clicked Add Sources, you can remove it by simply clicking the gray - button to the right of the source. If you do not remove it here, you will not be able to completely remove it from the system. You will only be able to mark a source as "Inactive" once you've added it to the system.

Step 8. Click Add Sources. The source or sources you created in the pop-up will appear in the Sources list and be accessible when starting and editing deals in the Sales app. 


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