Marketing Settings

Required Permission

Marketing - You must have the Marketing permission to access this setting.

Configure marketing campaigns, lead sources, and promotional settings.

Overview

Marketing Settings help you track where your leads come from and manage marketing campaigns. These settings are essential for understanding marketing ROI and optimizing your lead generation efforts.

Settings in This Section

Lead Tracking

• Sources - Define where leads originate
• Campaigns - Track marketing campaigns
• External Lead Forms - Configure web-to-lead forms

Goals & Targets

• Leads Target - Set lead generation goals

Offers

• Promotions - Manage promotional offers

Related Topics

• External Leads
• Lead Intake Forms
• Marketing Outcomes