Lead Source

The SFA Leads configuration options are used to set up sales lead handling for SFA. (SFA features are available when the OPF<version number> OPERA SFA license is active.)

A lead source may be specified in the Lead Source field on the Business Block - SFA screen when a business block is created in SFA. The lead source identifies how the originated. For example, media placement, a referral, or an internet web site might be lead sources. Lead source information may be used as a filter when preparing certain SFA reports.

To configure lead sources, select System Configuration>Profiles>SFA/Leads>Lead Source. The Lead Source screen appears.

This screen provides the following information.

Code. Lead source code.

Description. Description of the lead source code.

Seq. Number that controls position of the lead source in display lists.

Adding and Editing Lead Sources

To add a new lead source, select the New button from the Lead Source screen. To modify an existing lead source, highlight your choice and select the Edit button. The Lead Source - New or Lead Source - Edit screen appears. Provide the following information and select the OK button.

Code. Enter a code for the lead source.

Description. Enter a full description of the lead source.

Display Seq. Enter a number that determines the display order for this lead source in display lists. Lead sources that do not have a number assigned will appear in alphabetical order following the lead sources that have a sequence number assigned.