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Opportunity Source

The Opportunity Source form is used to store all the opportunity sources you can select from in the Source combo box field in the Opportunities form.  This form can be used however you choose.  An example of sources you could use would be "Referral", "Phone Inquiry", "Web" and so on.

 

Click the New button to move your cursor to a new line where you can enter an additional source.  To edit an existing sources click in the Source field for the record you wish to change and make the necessary changes.

 

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

Bullet PointThe New button will move the cursor to a new line where you can add a new source.

Bullet PointThe Delete button will delete the selected source.

Bullet PointThe Close button will close the Opportunities Source  form.

 

Press F1 or click F1-Help button in the Status bar for help on how to use the Opportunities Source form.


Related Topics

Opportunities

Adding Opportunities