How do I add deal sources to opportunities?
Updated: Sat, Jan 28th, 2017 @ 1:55pm
The opportunity sources can be customized from the
Customization page.
- Locate the Source field from the editor.
- Click the Gear icon located in the field header
- In the field Options settings provide a CSV or line separated list of available opportunity sources.
- Click save.
That’s it!
Tags: CRM, CRM (Customer Relationship Management), Custom Forms, Customization, Opportunities, Opportunity Management