From the main Clients page, you are able to set the Source (e.g. Friend, Google, Paper) of one or multiple Clients within your eBoss database.

Filter & Select

  • Navigate to the Clients screen in your main navigation menu on the left
  • Select the desired Clients either by:Selecting individually using the checkbox to the left Selecting all Clients on the screen by clicking the checkbox to the top of the column Using the ‘Select All’ link to the right of the Filter button at the top of the list – this differs from the above in that you will select all the Clients, from all the Pages listedUsing Advanced Search to filter your list of Clients

Assign

Once you have selected the desired Clients:

  • select Market Source from the Actions dropdown
  • Click Apply
  • Select the required Source from the dropdown menu
  • Review the list of Clients displayed and amend as required
  • Click the Send button

The Source you selected is now saved to the selected Clients.

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