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This topic contains 3 replies, has 2 voices, and was last updated by Mike Kudelya Mike Kudelya 1 year, 2 months ago.

  • Creator
    Topic
  • #20828
    Gary
    Gary
    Participant

    When creating a lead, the default lead source is “demand generation.” How do I edit this source and/or create additional lead sources?


    COO of Jamersan LLC
    Oro Silver Partner

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  • Author
    Replies
  • #21063
    Mike Kudelya
    Mike Kudelya
    Oro Core

    Hi,

    It is quite easy, go to System / Entities / Entity Management, click on Lead entity, inside Fields section click on Source field, after that you can add/edit/delete source options.

    #21112
    Gary
    Gary
    Participant

    Thanks Mike – I will give that a shot!


    COO of Jamersan LLC
    Oro Silver Partner

    #21113
    Mike Kudelya
    Mike Kudelya
    Oro Core

    You are welcome. Feel free to ask me any questions.

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