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10.2.7. Opportunity Sources

Opportunity Sources are used by the Opportunity Management system to categorize the lead source of an Opportunity. When Opportunity Sources are entered in the Master Information section, these Sources are then available for use when entering or updating Opportunities.

Tip

You must manually create Opportunity Sources if you want the ability to assign them to Opportunities. If no Opportunity Sources are defined, then none will be available when entering Opportunities.

To access the master list of Opportunity Sources, select the "Opportunity Sources" option. The following screen will appear.

Opportunity Sources Master List

The "Opportunity Sources" screen displays information on all existing Opportunity Sources, including Opportunity Source code and description.

10.2.7.1. Opportunity Source

To create a new Opportunity Source, select the NEW button. The following screen will appear:

Create New Opportunity Source

When creating a new Opportunity Source, you are presented with the following options:

Name

Enter a name to define the Opportunity Source.

Description

Enter a brief description of the Opportunity Source.