Using the Lead Source Detail View

Use the Detail view to see, add or edit information for a selected record.

The system administrator and users with the appropriate role can access these features.

To open the Lead Source Detail view, select Administration from the Navigation Bar, and then click Lead Sources to open the Lead Sources List view. If required, use the Lookup tab to locate a lead source, and then click on the lead source name.

On this page you can:

Use the Task Pane group list or common tasks
View a group
Switch to the List view: Click (List View) or click the current group tab.
The Task Pane contains the Common Tasks section. In this section, you can:
- Add to Group
- Remove from Group

Information Fields

Description: Specify a description for the lead source.
Abbrev. Desc.: Specify a short description for the lead source.
Type: Click the drop-down arrow and select an item from the list.
Status: Click the drop-down arrow and select an item from the list.
Cost: Specify the cost associated with producing the lead source.
Date: To edit, click (Calendar), select the date, and then click OK.