Mar 21, 2023
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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.
- Click Setup in the Navigation Panel
- Click Sales Sources in the Sales Funnel section.
- Click Add Sales Source
- On the Add Sales Source screen, enter a name and description of the sales source
- Click the Active check-box
- Click Done
NOTE: Sales Sources may also be setup "on the fly" when creating a sales opportunity.