Using the Lead Source Detail View

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

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

How Do I?

Open the Lead Source Detail viewClosed
  • On the Navigation Bar, click Administration, and then click Lead Sources to open the Lead Sources List view. If necessary, use the Lookup to locate a lead source, and then click on the lead source name.

Use the Lookup to search for records

Switch to the List viewClosed
  • On the toolbar click the List ViewClosed button, or click the current group tab.

Use the Task Pane group list or common tasks

View a group

Use common tasksClosed

On the Task Pane, under Common Tasks, you can:

Information Boxes

  • Description - Enter a description for the lead source.
  • Abbrev. Desc.- Enter 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 the CalendarClosed button, select the date, and then click OK.

Related Topics

Adding a Lead Source to the List

Deleting a Lead Source from the List

Editing a Lead Source in the List

 

 

 

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.