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Using the Lead Source Detail View

Use the Detail view to see, add or edit information for a selected record.

How Do I?

Open the Lead Source Detail view

• 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

Switch to the List view

• On the toolbar click the List View button.

Use the Task Pane group list or common tasks

View a group

Use common tasks

On the Task Pane, under Common Tasks, you can:

• Add to Group
• Remove from 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