You can add the Lead Origin for an Opportunity, using the Opportunity
Lead Origin screen.
About this task
Note: The
fields marked with * in the New Value dialog box are mandatory.
Procedure
- Navigate to the Opportunity Lead
Origin screen. To navigate to the Opportunity Lead Origin screen,
perform the following steps:
-
Log in to Sterling Business Center as an
Enterprise Administrator.
- From the System Setup Home page,
expand the Opportunity menu, and then click Manage
Opportunity Lead Origin .
The Opportunity Lead Origin screen
is displayed. Existing Lead Origins, if any, are displayed.
- Click the Add icon
in the Opportunity Lead Origin screen.
The New
Value dialog box is displayed.
- In the Value box,
ensure that you specify the lead origin.
The maximum number of characters you can enter in the Value box
is 40 characters. It is recommended that you specify a unique reason
code.
-
In the Short Description box , ensure that you specify a brief description of
the reason as you want it to appear throughout the system. The maximum
number of characters you can enter in the Short Description box
is 40 characters. It is recommended that you specify a unique short
description. The description specified here is displayed in the Value
drop-down list in Sterling
Field Sales when assigning a lead
origin reason for an opportunity.
- In the Description box,
enter a detailed description
of the reason. The maximum number of characters you can enter in the Description box
is 100 characters.
- Click Save.