Exhibitor lead sources are a list of where a exhibitor originated such as Website Inquiry, Exhibitor Portal or Referral.
Add an Exhibitor Lead Source
- Click the Exhibitor Lead Sources link from the Main Menu. The Exhibitor Lead Sources screen opens.
- Click the Add button. The Add Exhibitor Lead Sources screen opens.
- Enter the name of the exhibitor lead source into the Description field.
- Click OK.
Change an Exhibitor Lead Source Description
You can change the description for an exhibitor lead source after you have created it. When you change the description of an exhibitor lead source, it updates wherever the exhibitor lead source is used. If you don't want to update the already existing exhibitor lead source data, then you must add an exhibitor lead source using the steps in Add an Exhibitor Lead Source.
- Click the Exhibitor Lead Sources link from the Main Menu. The Exhibitor Lead Sources screen opens.
- Select the exhibitor lead source to edit.
- Right-click and select Edit. The Edit Exhibitor Lead Sources screen opens.
- Update the description.
- Click OK.
Inactivate an Exhibitor Lead Source
If you no longer use an exhibitor lead source but want to keep record of it for reporting or other purposes, you can make it inactive. When you make an exhibitor lead source inactive, it is no longer available for selection in the Exhibitor Lead Source drop-down.
- Click the Exhibitor Lead Sources link from the Main Menu. The Exhibitor Lead Sources screen opens.
- Select the exhibitor lead source to make inactive.
- Right-click and select Edit. The Edit Exhibitor Lead Sources screen opens.
- Check the Retired check box.
- Click OK.
Delete an Exhibitor Lead Source
If you no longer use an exhibitor lead source and don't want to keep a record of it, you can delete it. When you delete an exhibitor lead source that is used, you receive a prompt to select an exhibitor lead source to replace the exhibitor lead source you are deleting. You cannot undo the delete or delete and replace process.
- Click the Exhibitor Lead Sources link from the Main Menu. The Exhibitor Lead Sources screen opens.
- Right-click on the exhibitor lead source to delete.
- Select Mark for Delete.
- Click the Save button. If the exhibitor lead source is used, the Replace screen opens.
- Select the exhibitor lead source from the drop-down to replace the deleted exhibitor lead source.
- Click OK.
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