Lead Sources

This page describes the Lead Sources setting in the CRM module.


The Lead Sources setting allows you to construct a list of sources that you can use when entering Leads. This list will become a look-up table that you can access from the Source field on the 'Status' card of the Lead window.

To open the Lead Sources setting, first ensure you are in the CRM module. Then, if you are using Windows or Mac OS X, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Lead Source' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Lead Source' in the 'Settings' list. The 'Lead Sources: Browse' window will open, listing the Lead Sources that you have previously entered.

To enter a new Lead Source, select 'New' from the Create menu (Windows/Mac OS X) or the + menu (iOS/Android). The 'Lead Source: New' window appears: enter a Code and Name as appropriate and click [Save] (Windows/Mac OS X) or tap √ (iOS/Android) to save the new record.


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