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 Administration from the Navigation Bar, and then click Lead Sources 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 (List View) or click the current group tab.
• The Task Pane contains the Common Tasks section. In this section, you can:
  • Add to Group.
  • Remove from Group .

Table 1. Information fields

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 (Calendar), select the date, and then click OK