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Editing Sources

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Once you've added a source to your system, you cannot delete it. You can, however, mark it as "Inactive," thereby removing it from the Sources list in the Setup application, as well as the Source options when starting and editing deals in the Sales app.

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. Search for or locate the source you want to edit or flag as "Inactive."

Step 5. Once you've found the source, you can use the fields on the screen to edit the Name and Type

If you want to make the source inactive, click the toggle to the right of the source in the Status column. When the background of the toggle is blue, the source is active. When the background is gray, it is inactive (also noted by the word "Inactive" next to the toggle).

Note:  Once a source has been flagged as "Inactive," it will be removed from the Sources list. However, if you click the Show Inactive toggle in the lower-right corner of the screen, the inactive sources will be included in the list. You can switch the toggle in the Status column to Active at any time and click Save to save the change.

Step 6. Click Save. A green "Success" message verifies the changes have been saved. 


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