1. Go to Contacts > Marketing
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2. Click Add
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3. Specify the name of the marketing source and add a description to the notes section. Click Save to finalise your changes.
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4. When creating a new client file, you can specify the marketing source in Client Details > Additional to track how clients discovered your business.
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5. You can later return to the Marketing Source in Contacts > Marketing to view a list of patients that have been referred to your business from that Marketing Source.
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