Siebel Applications Administration Guide > Opportunities (End User) >

Setting Up Lead Sources for Opportunities

Lead sources for opportunities are created, modified, and deleted through the Lead Sources Administration view of the Opportunities screen.

The following procedure describes how to add lead sources so that they can be associated with opportunities.

In addition, campaigns automatically appear as lead sources of type Marketing Campaign. For more information about Campaigns, see Siebel Marketing User Guide.

This task is a step in Process of Managing Opportunities.

To create a lead source

  1. Navigate to the Opportunities screen, then the Lead Sources Administration view.
  2. Create a new record, and complete the necessary fields.

    Some of the fields are described in the following table.


    Start Date

    Select the start date of the campaign.

    End Date

    Select the end date of the campaign.


    Type a brief description about the campaign.


    Type the source of the campaign. For example, a new product line, a marketing seminar, and so on.


    Type the objective of the campaign.


    Type the target customer base for the campaign


    Select the type of the campaign. For example, marketing campaign, direct marketing, and so on.

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