Identify the source

If your customer card does not contain any source, you can choose it directly. For example, a customer comes to the store because he saw an ad on Facebook, the card created will not have a source. So with the help of this icon, you will be able to assign a source to it.

1. In the client's file, click on the three small dots and then choose identify the source

2. Choose the desired source, the colors vary according to your configuration

3. You will see the source appear in the corner of the card

To create a source, see the article Create a source.

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