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The Company Client Sources table manages classifications used to track the origin and acquisition channels of company clients. This general table provides a system to categorize and monitor where new clients come from and through which channels the organization acquires new business relationships.
Values in this table serve as an informational tool for marketing and sales analysis, enabling identification of the most effective channels for client acquisition. Users can customize sources based on their own acquisition strategies and marketing channels used.
Examples of Typical Sources
Commonly used sources may include:
- Referral/Word of Mouth: Clients acquired through recommendations
- Digital Marketing: Leads from online campaigns, SEO, social media
- Events and Trade Shows: Contacts acquired during industry events
- Business Partners: Clients referred by partners or affiliates
- Direct Sales: Acquisitions through proactive sales activities
- Inbound Marketing: Leads generated through content and online resources
System Usage
The Company Client Sources table integrates with:
- Companies Module: Each company can be associated with its acquisition source
- CRM: To track the effectiveness of different acquisition channels
- Reporting: For ROI analysis of marketing and sales channels
Table Management
Administrators can access the table through:
General Tables → Companies Tables → Company Client SourcesAvailable actions include:
- Add new sources via the "+" button
- Edit existing sources with the pencil icon
- Delete unused sources with the trash icon
- View and navigate the list with pagination