Source - Leads Section

Ana Tavares
Ana Tavares Member Posts: 1
edited July 4 in Sales CRM #1

How can I fill the source of a lead when creating the lead? Can't find the field in the form.

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  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 377
    100 Comments 5 Up Votes
    edited January 2021 #2

    Make sure in settings under Data Fields that there is a check mark in the 'ADD VIEW' so that the field displays in the add deal dialogue box. That's assuming you already have created a field in the deal details to capture that information. 

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  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,241
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited January 2021 #3

    Hi @Ana Tavares 

    What @Brad Krause suggests works will if you set up a custom field for it. With the default field it will grab it automatically based on what tool you use from Pipedrive. Web form, chat, etc.. if it's something external then you can use the Pipedrive API to set the source.

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