<li>After creating a new agent type, you must create an agent. Click on
<u>View/Edit agents</u> and <u>Add a new agent</u>.
- <li>Set up at least one referral. Referrals will help you keep track of how
- effective your advertising is, by helping you keep track of where customers
- heard of your service offerings. You must create at least one referral. If
- you do not wish to use the referral functionality, simply create a single
- referral only. Click on <u>View/Edit referrals</u> and <u>Add a new
- referral</u>.
+ <li>Set up at least one Advertising source. Advertising sources will help
+ you keep track of how effective your advertising is, tracking where customers
+ heard of your service offerings. You must create at least one advertising
+ source. If you do not wish to use the referral functionality, simply create
+ a single advertising source only. Click on <u>View/Edit advertising
+ sources</u> and <u>Add a new advertising source</u>.
<li>Click on <u>New Customer</u> and create a new customer for your system
accounts with billing type <b>Complimentary</b>.
package you defined above.
<li>From the Package View screen of the newly created package, choose
- <u>(Add)</u> to add the customer's service for this new package.
+ <u>(Provision)</u> to add the customer's service for this new package.
<li>Add your own domain.