Add Source Codes in HawkSoft

Hawksoft Set-Up Guide

How to Update Source Codes 

Click on the Cog in the upper right hand screen, then select “Customize Lists” 

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A new screen will open. You will need to Click on “Sources” 

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In the sub-menu click “New” 

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The “Edit Source” window will open

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Add the following Items clicking “OK” then repeating the process after each one:

AR Remarket

AR Round

These codes will only be used for Remarket or Account Round quotes that were triggered by an Account Review. 

HubSpot Video