Using the Lead Source Detail View
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Only the system administrator and users with an administrator role can access these features.
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Use the Detail view to see, add or edit information for a selected record.
How Do I?
- On the Navigation Bar, click Administration, and then click Lead Sources to open the Lead Sources List view. If necessary, use the Lookup to locate a lead source, and then click on the lead source name.
Use the Lookup to search for records
Use the Task Pane group list or common tasks
View a group
Information Boxes
- Description - Enter a description for the lead source.
- Abbrev. Desc.- Enter a short description for the lead source.
- Type - Click the ellipsis
button and select an item from the list.
- Status - Click the ellipsis button and select an item from the list.
- Cost - Enter the cost associated with producing the lead source.
- Date - To edit, click the Calendar
button, select the date, and then click OK.
Related Topics
Adding a Lead Source to the List
Deleting a Lead Source from the List
Editing a Lead Source in the List
