Lead Source Detail View

Every contact has a lead source, such as a magazine ad, trade show, and so on that generates sales leads. This dialog box displays the description, creation date, abbreviation, source date, type, and status of the lead source associated with the current contact.

How Do I?

Add or edit a lead source

1. From the Contact Detail view Lead Sources tab, do one the following:
   • To add a lead source, click Add Lead Source.
   • Click the Edit link next to the record you want to edit.
2. (Add only) If necessary, click the Description Find button and select a lead source.
   Your selection is added to the dialog box. Abbreviation, Type, Source Date and Status are completed with the information from the selected lead source.
3. If necessary, click the Lead Date Calendar button select a date, and then click OK.
4. Click OK.

Related Topics

Contacts Overview