Navigate to Setup from the left menu.
Click Leads to expand its submenu.
Select Sources to access the Lead Sources dashboard.
The Lead Sources page displays a table with the following columns:
ID – Lists the available lead sources (e.g., Website, Referral, Advertisement) by their ID numbers.
Name – Lists the available lead sources by their names.
Options – Provides actions to Edit or Delete a source.
Above the table, several controls allow for data management:
Show entries (10-25-50-100-All) – Adjusts how many sources are visible.
Export options – Download the list in Excel, CSV, PDF, or print.
Refresh button – Reloads the table to display updated data.
Search bar – Filters sources by name.
+ New Source– Located at the top-left, this button opens a form to add a new Lead Source.
Lead Sources help businesses track where leads come from. When creating or editing a lead in CRM > Leads, users can select a source from a dropdown menu, ensuring accurate lead attribution and performance analysis.
