Add New Account: Step 2 - Marketing

Opportunities_-_Marketing_-_00.png

The Marketing tab allows you to enter:

  • # of Employees
  • Entry Source: How this lead was entered.
  • Referral Source: Where did the lead come from (e.g. search engines, email marketing, etc.)
  • Renewal Date: Company's benefits renew
  • SIC Code: The Standard Industrial Classification (SIC Code) used to identify the industry of a company. 
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