Captains - Main Menu > Settings

As the Captain of a Team or Organisation, you have the option to customize the Sources that your Organisation or Team use.

If you have a list of marketing or advertising channels and you'd like to be able to see which channel worked for a particular Client or Prospect - you can add those sources here. You can add or remove as you and your team need.
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Simply click Name and begin typing which Sources you'd like to capture.
When you're done, click the blue plus to the right to add it to your list.
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These Sources can be selected from a drop-down menu in the Client or Prospect profile once they have been added by the Captain of your Organisation.
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If you would like to delete or edit a Source:

Simply hover your cursor over the Source you'd like to remove or edit.
If you want to DELETE a Source - click the trashcan icon.
If you want to EDIT a Source - click the pencil icon and edit as you wish.

The classifications in a Saleboat account allow you to set customer neglected tolerances for your prospects and clients. Read this article to learn more:
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The Reports tab allows you to change the reporting parameters for your account:

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