Using the Lead Sources List View

The Lead Sources List view displays all of the lead sources that with access. You can use groups and lookups to narrow the list of records that display.

The system administrator and users with the appropriate role can access these features.

To open the Lead Sources List view, select Lead Sources from the Navigation Bar.

You can perform these actions:

• To refresh list information, click (Refresh).
• Work with records in a grid
• Filter my list
• To open the Lead Source Detail view, click the lead source name.
• Use the Lookup to search for records
• View a group
• The Task Pane contains the Common Tasks section. In this section, you can:
  • Add to Group
  • Remove from Group
  • Save Records as a Group
  • Export
  • Import
  • Update
  • Delete