Opportunity Lead Source

The Opportunity Lead Source is a way to track where your Opportunities are coming from. 


How to Add an Opportunity Lead Source

  1. Navigate to Settings
  2. Click on "Opportunity Lead Source" from the available choices under the Customization menu. 
  3. The "Create New Opportunity Lead Source" Screen will be displayed.
  4. In the field titled "Opportunity Lead Source Name", enter the name and click Save. 
  5. The new Opportunity Lead Source will appear on the existing list as the last choice on the list.

How to Edit an Opportunity Lead Source

  1. Click on the Opportunity Lead Source you want to edit. 
  2. The "Edit Opportunity Lead Source" screen will be displayed. 
  3. Make the required changes and then click the Save button.

How to Delete an Opportunity Lead Source

  1.  Click the Delete icon displayed to the far right of the Opportunity Lead Source name.
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