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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
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.
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.
The "Opportunity Sources" screen displays information on all existing Opportunity Sources, including Opportunity Source code and description.
To create a new Opportunity Source, select the NEW button. The following screen will appear:
When creating a new Opportunity Source, you are presented with the following options:
Enter a name to define the Opportunity Source.
Enter a brief description of the Opportunity Source.