Using the Lead Sources List View
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The system administrator and users with the appropriate role can access these features. |
The Lead Sources List view displays all of the lead sources that you have access to. You can use groups and lookups to narrow the list of records that display.
Open the Lead Sources List View
- On the Navigation Bar, click Lead Sources.
Refresh list information
- Click the button.
Open the Lead Source Detail View
- Click the lead source name to open the Lead Source Detail view.
Use common tasks
On the Task Pane, under Common Tasks, you can:
Adding a Lead Source to the List
Deleting a Lead Source from the List