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DealerTeam

Select the Source on a Sales Up

 Goal

Capture what source drove the customer to your dealership. Was it a referral, repeat customer, internet search, or printed ad?  Over a period of time a dealership can measure how well advertising dollars are being converted into traffic.

After reading this article you will be able to 

  • Navigate to the Lead Source through a Sales Up
  • Select the Source on a New Sales Up
  • Edit the Source from a pre-existing Sales Up

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic.

Step One: Navigating through a New Sales Up

 1. Click Sales Up

step 1.1.png

 2. Click New   

1.2.png

 

3. Select the record type that applies

4. Click Continue

   step 1.3 1.4.png

Step Two: Selecting the Source on a new Sales Up

1. Fill in the required and desired information of the Sales Up

2. Click the Source drop-down and choose an option  

step 2.2.png

 Note: If the desired source is not available click here to learn how to manage values in the Source pick-list.

3. Click the Create button

Step 3: Edit the Source of an existing Sales Up

Note: After clicking the Create button the screen will take you to the completed Sales Up details screen 

1. Click Edit

step 3.1.png

2.  Choose the Source dropdown and select desired source

step 3.2.png

3. Click the Save button