Question

ebferro on Tue, 16 Jun 2009 18:09:07


Is it possible to edit the lead source drop down list?  I'd like to add a category called 'customer referral'.  Thanks for the help.

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Replies

Scott Sewell, Hitachi Solutions on Tue, 16 Jun 2009 18:30:42


yes - open customizations / customize entities / then open the 'lead' entity and click on the attributes side-tab. find the lead-source attribute open it and add the new value.

Save / close and publish the change.

john_oberweis on Thu, 04 Aug 2011 14:47:11


yes - open customizations / customize entities / then open the 'lead' entity and click on the attributes side-tab. find the lead-source attribute open it and add the new value.

Save / close and publish the change.
Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell


I'm sorry to be so thick, but I cannot find the lead-source attribute. I get to the customize entities screen but under Lead all they show are Forms, Views, Charts, Fields

I can't get to that list?????

I don't use leads by the way, only contacts. But I want to track referral sources.

 

Thx

Scott Sewell, Hitachi Solutions on Thu, 04 Aug 2011 16:11:52


"attribute" = "field" - (they've been renamed to help clarify - but old habits die hard and I'll probably call them attributes for a while.)

sheila12 on Thu, 22 Mar 2012 13:06:34


Hi,

Came across this blog because I am trying to add a name to the lead source drop down list but am not able to do this. My issue is that I can not find the "customizations" button.  The only customizations button I find is for web developers.

Thanks for your help,

Sheila 

Veronica BTC on Wed, 15 Jun 2016 00:41:38


Hi Sheila,

Are you  an administrator of customizer of CRM? If not, you will need to get those privileges before you can do any customizations.