Add custom sources

Dan Moore_49749
Dan Moore_49749 Member Posts: 4
edited July 2023 in Sales CRM #1

Sources should be user-editable. Our sales team does not care if a lead, deal, contact, or organization was "imported" vs "manually added". We care if it came from the "website" "outbound campaign 1" or "referral person 5".

This data should help with commissioning and should follow that object (Lead/Deal/Contact/Organization) through it's lifecycles (Lead->Deal conversion)



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