Accepting Data from Open Surveys
To accept data from Open Surveys: Log into SourceLink® with email and password. 1. Click Pending Tasks from navigation bar...
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SourceLink℠ Software
Documentation for SourceLink Basic, SourceLink Pro, and SourceLink Enterprise client relationship management (CRM) software.
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Adding a New Client Record
Once you have logged in, the Navigation Panel will appear on the left side of the screen. Click on Clients... -
Adding a New Resource Partner (From Website Intake Form)
Adding a new resource partner just got easier. Using a Resource Partner Application Intake Form, organizations can submit profile information... -
Adding/Archiving a User Account in the SourceLink CRM
For administrators who have permission to manage user accounts in SourceLink Basic/Pro/Enterprise, first, log in. Click Users under the Setup... -
BA420 Filters, Tags and Reports
A new Tag has been added to SourceLInk℠ Enterprise to identify all clients receiving Goldman PPP. You can use this...
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