OroCRM Forums

Covering OroCRM topics, including community updates and company announcements.

Forums OroCRM OroCRM – How do I? Questions How do I create new lead sources?

This topic contains 5 replies, has 4 voices, and was last updated by Artem Liubeznyi Artem Liubeznyi 11 months, 3 weeks ago.

  • Creator
    Topic
  • #28961
    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

Viewing 5 replies - 1 through 5 (of 5 total)
  • Author
    Replies
  • #28962
    Mike Kudelya
    Mike Kudelya
    Participant

    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.

    #28963
    Gary
    Gary
    Participant

    Thanks Mike – I will give that a shot!


    COO of Jamersan LLC
    Oro Silver Partner

    #28964
    Mike Kudelya
    Mike Kudelya
    Participant

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

    #37323

    tonysab
    Participant

    Instead of creating new lead sources one by one, can I create a lead sources from Contacts?

    Thanks.

    #37479
    Artem Liubeznyi
    Artem Liubeznyi
    Spectator

    Hi Tony, not sure what are you are trying to accomplish. Can you please elaborate?

Viewing 5 replies - 1 through 5 (of 5 total)

You must be logged in to reply to this topic.

You will be redirected to [title]. Would you like to continue?

Yes No