Lead Source Detail View

Every contact has a lead source, such as a magazine ad, trade show, and so on that generates sales leads. This dialog box displays the description, creation date, abbreviation, source date, type, and status of the lead source associated with the current contact.

How Do I?

Add or edit a lead source Closed
  1. From the Contact Detail view Lead Sources tab, do one the following:
    • To add a lead source, click Add Lead SourceClosed.
    • Click the Edit link next to the record you want to edit.
  2. (Add only) If necessary, click the Description FindClosed button and select a lead source.
    Your selection is added to the dialog box. Abbreviation, Type, Source Date and Status are completed with the information from the selected lead source.
  3. If necessary, click the Lead Date CalendarClosed button select a date, and then click OK.
  4. Click OK.

Related Topics

Contacts Overview

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.