Lead Sources

Managing the lead sources for opportunities

Overview

Network admins can reorder the lead sources for opportunities, manage the pre-shipped lead sources and create new lead sources from the Admin Portal.

Admin Portal > Modules > CRM > Lead Sources

1. List of lead sources: Displays the list of all lead sources on the domain. Drag-and-drop the lead sources to reorder them. Network admins can edit the label of the pre-shipped lead sources.

2. Actions: Click the Edit or Remove option.

   • Edit: Click the Edit option to edit the opportunity lead source label.

   • Delete: Click the Remove option the opportunity lead source from the domain.

3. + Add a new Opportunity Lead Source: Click the + Add a new Opportunity Lead Source link to create a new opportunity lead source on the domain.

Deleting a opportunity lead source only removes the association of the lead source from the opportunities on the User Portal.

Adding a New Opportunity Lead Source

To add a new opportunity lead source for all user on the domain:

1. Click the + Add a new Opportunity Lead Source link.

2. Enter a name for the opportunity lead source in the Lead Source Name text box.

3. Click the Add button to add the new opportunity lead source on the domain.

4. Drag-and-drop the lead source as preferred to reorder it. This is an optional step.

To see how these configurations impact the Team CRM on the User Portal, see Team CRM in the User Portal Guide.

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