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Setting Up Lead Sources

To set up a lead source, use the Lead Sources (RSF_LEAD_SOURCE) component.

This topic discusses how to set up lead sources.

Page Name

Definition Name

Usage

Lead Source Page

RSF_LEAD_SOURCE

Identify common sources for leads.

Use the Lead Source page (RSF_LEAD_SOURCE) to identify common sources for leads.

Navigation

select Set Up CRM, then select Product Related, then select Sales, then select Lead and Opportunity, then select Lead Sources, then select Lead Source

Image: Lead Source page

This example illustrates the fields and controls on the Lead Source page.

Lead Source page

Enter a description and status to identify each source that typically produces leads. PeopleSoft Sales delivers predefined lead sources, which includes, but not limited to, Agreement, Case, Marketing, Online Marketing, Sales, and Tech Support. You can modify or delete these, and you can create as many additional lead sources as you need.

When a sales user enters a lead, the system uses Sales as the lead source on the Lead - Qualify page.