# Lead Sources

### Overview <a href="#overview" id="overview"></a>

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.

![](/files/SRMnyhFTFSMO2wGUhquM)

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.

{% hint style="success" %}
Deleting a lead source only **removes its association** from existing opportunities in the User Portal. The opportunities themselves remain intact.
{% endhint %}

***

### Adding a New Opportunity Lead Source

To create a new lead source:

1. Click the **+ Add a new Opportunity Lead Source** link at the bottom of the lead source list.
2. Enter a name in the **Lead Source Name** text box (e.g., "Webinar", "Trade Show", "Referral").
3. Click **Add** to save the new lead source.
4. Optionally, drag-and-drop to reorder it within the list.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://guides.mangoapps.com/admin-guide/module-settings/crm/lead-sources.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.