A Source is currently associated with a company/title, such as CareSource or a physician practice. However, a single organization may have multiple individuals referring leads or serving as points of contact. At the moment, there is no way to add or distinguish these individuals under the same Source.
Creating separate Sources such as CareSource 1, CareSource 2, CareSource 3, etc. is not an ideal workaround because it duplicates the organization and fragments the source data, which could negatively impact reporting and make it difficult to understand the overall performance of that Source.
Requested enhancement:
Allow a Source to have a parent Company/Organization with multiple individual contacts or subcategories underneath it.
Created by Selim Perez
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