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Setup Sales Sources

Updated

Sales Sources are used to track how you learned of the opportunity. Examples of Sales Sources might include referral, trade-show, walk-in and so on.

  1. Click Setup in the Navigation Panel
  2. Click Sales Sources in the Sales Funnel section. 

  3. Click Add Sales Source

  4. On the Add Sales Source screen, enter a name and description of the sales source
  5. Click the Active check-box
  6. Click Done

 

NOTE: Sales Sources may also be setup "on the fly" when creating a sales opportunity.