You can track the source your contacts in iDashboard through the use of Contact Sources, such as Newspaper, Walk In, Phone, Web Enquiry, Realestate.com.au, etc. Contacts must have a source.
To ADD a new Contact Source:
- Click on the Admin menu.
- In the left-column menu click Contact Sources.
- The Contact Sources page will load, in the text field at the top of the page enter the name of your new source (it can be anything you want).
- When you are ready to create your new source click Add Contact Source.
- Repeat this step for all new sources you want to create.
To RENAME an existing Contact Source:
- Click on the Admin menu.
- In the left-column menu click Contact Sources.
- The Contact Sources page will load, click on the NAME of the source you want to change/rename.
- In the text box that appears change the name.
- When you are ready to save your new source name click OK, otherwise click Cancel.
To REMOVE a Contact Source:
- Click on the Admin menu.
- In the left-column menu click Contact Sources.
- The Contact Sources page will load, click the
icon next to the source you wish to remove.
- The Delete window will appear, because all contacts require a source you will need to choose which source to reassign the contacts to.
- When you are ready to remove click Delete & Reassign.
WARNING: Removing a Contact Source can not be undone or reversed, even by our team at iProperty. Please exercise caution when Removing a Contact Source.