How to Add a Lead Source in Salesforce
Here is a step-by-step tutorial on how to add a lead source in Salesforce:
- Navigate to the Setup menu and go to Object Manager.
- From the Object Manager list, find and click on Lead.
- Navigate to the Fields & Relationships section.
- Edit Lead Source (Picklist).
- In the Lead Source Picklist Values section, click the New button to add a New Lead Source.
- Provide the label for your new lead source (e.g., "Trade Show").
- Assign to Record Types (Optional): If applicable, choose the record types where this new lead source should be available.
- Click Save to finalize adding the new lead source.
Additional Notes:
- It's recommended to keep your lead source list concise and well-defined for better reporting and data analysis.
- You can also edit existing lead source labels or remove them if needed through the same process.