Some please help me. I’m trying to create a customer lead source. For example, I just returned from the AAHOA trade show and have a bunch of leads, but I want the lead source to specify where it came from, so in my example AAHOA21. Where and how do I add AHHOA21 in the drop-down menu for lead source? THis shouldn’t be that difficult, but I can’t find any video or article that explains how it should be done.
Hi @JAguiar2,
It sounds like Lead source is a custom property that you or another user created in your portal. To add or edit the dropdown options, you’d navigate to Settings > Properties, make sure that you’re looking at Contact properties and type “lead source” in the dropdown:
You can then click on the result. This is the screen where you should be able to add the “AHHOA21” option.
You can learn more about editing properties here.
Let me know if you have any follow-up questions!
Thank you Karsten, I appreciate the assistance!!
Happy to help! If you want to make it easier for others to find this information, you can accept my previous post as a solution. I’d appreciate it.
Have a great day!