Adding a New Lead Source
To accomplish an addition of a new lead source, please take the following steps:
- In the left navigation pane, hover your mouse over Administration, and select Set Up User-Defined Fields from the pop-up.
- To search for a field, enter “source” in the search box and click the search icon.
- Select the table user-defined field, and click Items.
You will know that this is the right “Source” field by paying attention to the Icons of the Modules in which this field applies to.
The Leads module symbol is:
- Click Add Item.
- Type a name for the item, and specify the other properties of the item.
- Click Save.
The new Lead source value has been added.