X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fdocs%2Fadmin.html;h=0093fd2b7f9ff4b6cfbaa542b369356d89924352;hb=8fc4118f1f055195d280b3250b39a3b5fcdf13dc;hp=17cd62a92bcb5527615e5ca884c9b3934ecaf425;hpb=a04483b3b0114792e7ae73f28ae0d2e6ebe77e98;p=freeside.git
diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html
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After creating a new agent type, you must create an agent. Click on
View/Edit agents and Add a new agent.
- 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 View/Edit referrals and Add a new
- referral.
+ 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 View/Edit advertising
+ sources and Add a new advertising source.
Click on New Customer and create a new customer for your system
accounts with billing type Complimentary.