Using the Lead Source Detail View
Use the Detail view to see, add or edit information for a selected record.
The system administrator and users with the appropriate role can access these features. |
To open the Lead Source Detail view, select from the Navigation Bar, and then click to open the Lead Sources List view. If required, use the Lookup tab to locate a lead source, and then click on the lead source name.
On this page you can:
- Use the Task Pane group list or common tasks.
- View a group
- Switch to the List view: Click ( ) or click the current group tab.
- The Task Pane contains the Common Tasks section. In this section, you can:
Field Name | Description |
---|---|
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 | Specify the cost associated with producing the lead. |
Date | To edit, click ( | ), select the date, and then click
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