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Can we add additional ‘SOURCE' tab list from default list

  • 19 June 2023
  • 4 replies
  • 135 views

Hi,

Question 1: 

can we add additional ‘source tab' list from default list in OPPORTUNITIES > CRM INFO SOURCE SECTION. Possible to customise it or add additional into the names list that we are more familiar for our preference. Currently the default list there is: 

  • Organic Search 
  • Campaign 
  • Referral 
  • Other 
  • Web 
  • Phone Inquiry 
  • Purchased List

 

e.g. We would like to change Purchased List into existing customer or web into website or other into events so that we have a more clear understanding of each OPPORTUNITIES comes from which activities that we are doing,

 

Question 2: 

Also, sometimes appear that from one potential client appear to have 2 source that trigger them engage on the product and services that we provide. Can we add 2 source at once in one same OPPORTUNITIES. 

 

4 replies

Naveen Boga
Rank
Userlevel 7
Badge +19

Thank you @kandybeatty49 

Naveen B
Kandy Beatty
Rank
Userlevel 7
Badge +16

Hi @HKMarketing  Yes, we can add the additional sources in the DROPDOWNList using Workflow mechanism.

 

Here are the simple steps that you need to perform.

  1. Open the Customizaiton Project
  2. Select OPPORTUNITIES screen
  3. Add the Source field
  4. Click on the COMBOBOX values and add the addition values
  5. Extend the Workflow
  6. Select the Status → select the custom Dropdown values
  7. publish the package

Let me know if you need help on this and Hope this helps

 

 

 

 

 

@Naveen Boga  This is so helpful!

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Naveen Boga
Rank
Userlevel 7
Badge +19

Hi @HKMarketing  Yes, we can add the additional sources in the DROPDOWNList using Workflow mechanism.

 

Here are the simple steps that you need to perform.

  1. Open the Customizaiton Project
  2. Select OPPORTUNITIES screen
  3. Add the Source field
  4. Click on the COMBOBOX values and add the addition values
  5. Extend the Workflow
  6. Select the Status → select the custom Dropdown values
  7. publish the package

Let me know if you need help on this and Hope this helps

 

 

 

 

 

Naveen B
Kandy Beatty
Rank
Userlevel 7
Badge +16

HI @HKMarketing 

Yes, you would need to customize this list:

 

When you say a potential client has 2 sources, what are you referring to? Can you share a screen shot?

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

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