Editing a Lead Source

Use the Lead Source details page to edit the lead source information.

Note: You must be logged into the Infor CRM Administration Client and have appropriate permission to perform this task.
  1. Expand Master Explorer > System Administration > Configuration And Users > Lead Sourcess, scroll or filter to locate the required record and then click the record name.
  2. Specify this information:
    Description
    A description for the lead source.
    Abbreviated Description
    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
    The cost associated with producing the lead source.
    Date
    To edit, click the Calendar, select the date the lead source originated, and then click OK.
  3. Click Save.
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