Adding or modifying lead sources

Every contact has a lead source, such as a magazine ad, trade show, and so on that generates sales leads. This window displays the description, creation date, abbreviation, source date, type, and status of the lead source associated with the current contact.

To add or modify a lead source:

Click Add Lead Source icon on the Lead Sources tab in Contact detail view. See Lead Sources tab

Note: To modify a record, you can click Edit.
(Add only) Click Description Find and select a lead source if required. See Finding records

Note: The selection is added to the window. Abbreviation, Type, Source Date and Status fields are completed with the information from the selected lead source.
Click Lead date Calendar select a date and click OK if required
Click OK.