(Source) Type

Select the source or reference type from the drop-down list.

On the Prospect Interactions form, the choices are Lead, Opportunity, Estimate, and Estimate Project.

On the Customer Interactions form, the choices are Item, Lead, Opportunity, Estimate, Estimate Project, Customer Order, and Project. Customer interactions that reference a lead or an opportunity are not displayed on the Web. Customer interactions that reference an estimate, estimate project, customer order, or project are displayed on the Web.

On the Vendor Interactions form, the choices are Item Price Request, Purchase Order, and Item.

If one of the Interactions forms is opened from the Leads form, this field is set to Lead and is disabled.