Add a New Lead Source

Updated 7 months ago by Niall Clifford

It is now possible to create or remove values for the Leads source.
To add or remove a value from the lead “Source” field is very similar to adding or removing items from a Table user-defined field.

 

To accomplish an addition of a new lead source, please take the following steps:

 

  1. In the left navigation pane, hover your mouse over Administration, and select Set Up User-Defined Fields from the pop-up.
  1. To search for a field, enter “source” in the search box and click the search icon.

  1. 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:

This “source” field, applies to Companies, Individuals and Contacts in the Address Book Module and the Leads module.

  1. Click Add Item.

  1. Type a name for the item, and specify the other properties of the item.
  1. Click Save.

The new Lead source value has been added.


How did we do?