Lead sources for opportunities

SECURITY  Security level with Admin permission to configure Sales & Opportunities. Refer to Admin security settings.

NAVIGATION   > Admin > Features & Settings > Sales & Opportunities > Lead Sources

On each sales opportunity, you can reference the lead source that generated the opportunity. If the opportunity results in a sale, you can generate reports in Autotask that tie specific lead sources and marketing efforts to successful sales.

The list of lead sources that appears in the Lead Source drop-down menu is entirely customizable.

To add a lead source, do the following:

  1. To open the page, use the path(s) in the Security and navigation section above.

  2. Click New and enter the name and description of the new lead source.

  3. The Number field determines the display order of the lead sources in the drop-down menu. Current lead sources should have a low number so they appear at the top of the list.

Option Description

Edit, Edit [Entity Name]

Puts the selected row into Edit mode or opens the Edit <Option> dialog. The fields that can be edited are usually the ones you populate when you create a new list item. Make your changes and click Save, or Cancel.

NOTE  On some pages, you may not be able to edit System options.

Delete, Delete [Entity Name]

The ability to delete an option is severely restricted. List options cannot be deleted if:

  • The option is a system option
  • The option is the default option where a default is required
  • The option is associated with (has been used for) an entity

IMPORTANT  To preserve data integrity, Autotask prevents deletion of entities that have dependent entities or are referenced elsewhere! If you are unable to delete an entity, you should inactivate it to make it unavailable for use.