Source is used to defined the source of the link for the leads, opportunities and sales.

Source are found in Lead, Opporunity and Quotation forms. 

Once a Source is added, you can make use of the search function to group the list based on Source. 
Please refer to Search for more information.

Go Sales -> Configuration -> Leads & Opportunities -> Source

To create a new Source, simply click on  and enter the new source name.

Wong Wai Jeat
Wong Wai Jeat
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Asked on 2/17/15, 5:46 AM
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Asked: 2/17/15, 5:46 AM
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Last updated: 2/17/15, 5:59 AM