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.

To open the Lead Sources tab, click the Lead Sources tab on the Contact Detail view. If the tab is not visible click More Tabs.

On this page you can:

  • Add a Lead Source
  • Edit a Lead Source
  • Remove a lead source:
    1. Select the record that must be removed and click delete_new (Remove).
    2. Click OK.