Adding or Editing Lead Sources
Every contact has a lead source, such as a magazine ad, trade show, and so on that generates sales leads. This dialog box displays the description, creation date, abbreviation, source date, type, and status of the lead source associated with the current contact.
To add or edit a lead source:
-
On the
Contact Detail view Lead Sources tab, do one
the following:
- To add a lead source, click
(). - Click the link for the record to be edited.
- To add a lead source, click
-
(Add only) If required, click Description
() and
select a lead source.
The selection is added to the window. Abbreviation, Type, Source Date and Status fields are completed with the information from the selected lead source.
-
If required, click Lead Date
(,
select a date and click .