Lead Sources
Managing the lead sources for opportunities
Overview
The Lead Sources tab allows network admins to manage how opportunities are categorized based on their origin. Defining clear lead sources helps teams understand where their sales opportunities are coming from and optimize outreach efforts accordingly.
From this tab, admins can:
View all existing lead sources configured on the domain.
Reorder lead sources for consistent presentation across the CRM.
Edit or rename default (pre-shipped) lead sources.
Create new custom lead sources specific to their organization.
List of Lead Sources
This list shows all lead sources currently set up on the domain.
Reordering: Drag-and-drop the lead sources to arrange them in a preferred order. This affects how they are displayed in the User Portal.
Editing: Click Edit to rename a pre-existing lead source to better suit your team’s terminology.
Lead Source Actions
Each lead source includes two action options:
Edit: Modify the label of an existing lead source.
Remove: Delete the lead source from the domain.
Deleting a lead source only removes its association from existing opportunities in the User Portal. The opportunities themselves remain intact.
Adding a New Opportunity Lead Source
To create a new lead source:
Click the + Add a new Opportunity Lead Source link at the bottom of the lead source list.
Enter a name in the Lead Source Name text box (e.g., "Webinar", "Trade Show", "Referral").
Click Add to save the new lead source.
Optionally, drag-and-drop to reorder it within the list.
Last updated