To add or remove a value from the lead “Source” field is very similar to adding or removing items from a Table user-defined field.
To accomplish an addition of a new lead source, please take the following steps:
- In the left navigation pane, hover your mouse over Administration and select Set Up User-Defined Fields from the pop-up.
- Search for the field“ Lead source” in the search box and click the search icon. The field will be displayed and highlighted.
- Select the field by clicking the area between the field name and field type. Then click the Items button on the top bar:
- From the Set Up Items dialog, click Add item.
- Enter the name of the new Lead Source and click Save.
- The new option appears on the list. Click Close.