https://wiki.barscloud.com/index.php?action=history&feed=atom&title=Source_of_BusinessSource of Business - Revision history2026-04-13T09:53:57ZRevision history for this page on the wikiMediaWiki 1.39.0https://wiki.barscloud.com/index.php?title=Source_of_Business&diff=133&oldid=prevAngela: 1 revision imported2024-09-18T11:39:20Z<p>1 revision imported</p>
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<td colspan="1" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 11:39, 18 September 2024</td>
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</td></tr></table>Angelahttps://wiki.barscloud.com/index.php?title=Source_of_Business&diff=132&oldid=prevBL>Angela at 12:21, 17 September 20242024-09-17T12:21:26Z<p></p>
<p><b>New page</b></p><div>'''Purpose'''<br />
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Source of business allows you to set up source of business and referral codes to track where your business is coming from. It also provides a tool for tracking whether or not an individual referral is required and if that referral is commissionable. By keeping track of the source of your business, you have a better handle on where your marketing efforts are profitable and where to focus in the future.<br />
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[[File:Source.png]]<br />
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'''Fields'''<br />
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Source Code – The eight-character source code you wish to assign to this source of business, such as: Walkup, Web, Ins (Insurance), Hotel, BodyShop, Corp (Corporate).<br />
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Description – A twenty-character description for the source code.<br />
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Referral Required – If this option is checked, a referral is required for this source code.<br />
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Commissionable – If this option is checked, the referral will be paid a commission. This box can only be selected if the "Referral Required" box has been selected.<br />
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[[Category:Bluebird]]</div>BL>Angela