Sources are used to specify the origin of opportunities and organizations and can be selected when you edit or create an organization or opportunity.
Also, it’s possible to filter your organizations or opportunities by source.
The sources can be maintained in this function and have the following attributes:
- Name: Shows in all dropdowns where you can select sources, like the edit form of organizations and opportunities and the filters in search results and sales funnel.
- Description: A more detailed description of the definition of the source. This information shows only in the back office of VOGSY.
You can change the order in dropdowns by tapping on the arrows in the left panel of the screen.
If you don’t want to use sources, you can archive them. When there are no active sources, VOGSY will hide all dropdowns where sources can be selected, including filters.