Lead Source

Overview

To assist in tracking the origin of Leads, Zift PRM includes a basic set of Lead Sources. If you would like to add or modify the options available from the dropdown list, you can do so by following this procedure. 

Before You Begin

Log into Zift PRM with adminTask Level 1 or greater rights.

How to Add a Lead Source

1. Navigate to Configure > Sales Automation > Lead Source.
2. Select the Lead Source to edit or click Add Record.  
3. Provide the following information:

   Label	Type	Description
   Fieldname	Text	This is the database column for which the added value is accepted. For Lead Progress, this will always be leadSourceID
   Item Text	Text	[Optional] The user-friendly text to display for this value.
   Description	Text	A user-friendly description of this Lead Progress stage.
   IsDefault	Boolean	Specifies if this is the default state of any Leads.
   IsLive	Boolean	Determines if this item will or will not be included in lists.
   SortOrder	Number	The rank order in any lists. All items with the same sort order value will be further sorted alphabetically.