Lead Sources related section

The Lead Sources related section displays the Lead Sources linked to the selected entity.

You can access this section from the details page of these entities:

  • Contact
  • Lead
Note: The workspace can be different based on the access rights provided to you or the customization.

The toolbar options available in this section:

  • Associate: Use this option to associate a Lead Source with the selected entity. (Associating Lead Sources).
  • Toggle View: Use this option to switch between the Card and List format.
  • View Full List: Use this option to view or modify the data related to the Lead Source linked to the selected entity.

For each record, you can:

  • Click the Lead Source name or Edit to view or modify the Lead Source details.
  • Click Remove to disassociate the Lead Source from the selected entity.
Related topics