Lead Sources Tab

The Lead Sources tab appears in the Contact Detail view. Each time you add a new contact or opportunity, you can associate a lead source to indicate how your company found out about the contact or opportunity (trade shows, magazine ads, telesales, and so forth). Click a lead source to view detailed information about it. Columns on the tab include: date, description, and source code.

How Do I?

Open the Lead Source tabClosed
  • On the Contact Detail view, click the Lead Sources tab. If the tab is not visible, click the More Tabs tab.

Add a Lead Source

Edit a Lead Source

Remove a lead sourceClosed

  1. Select the record you want to remove and click the RemoveClosed button.

  2. 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.