Adding a Lead Source to the List

You can add lead sources, such as trade shows and advertisements, to the list of available lead sources.

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

To add lead source:

  1. On the Administration menu, click New Lead Source.
  2. Complete the lead source 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

    Enter the cost associated with producing the lead source.

    Date
    To edit, click (Calendar), select the date, and then click OK.
  3. Click (Save).