Creating a New Lead Source

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Posted on by Community Member Microsoft Employee

I am trying to create a new lead source so I can allocate it to new leads we are creating. There is a drop down list of existing ones but no option to add new. Can anyone help?

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Bipin D365 28,959 Moderator on at

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RE: Creating a New Lead Source

Hi,

Check if you have any javascript code which is hiding your options in Lead source optionset field.

Also, make sure you are adding the option in correct environment.

TRY TO HARD REFRESH YOUR FORM AND YUSE DIFFERENT BROWSER TO CHECK THE NEW LEAD SOURCE VALUE.
TechScout17 226 on at

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RE: Creating a New Lead Source

I personally was able to add the new lead source but it does not populate in CRM. I did publish my change. Any insights on what is going on?
Loic Orue 927 on at

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RE: Creating a New Lead Source

You're welcome, glad to help!
Community Member Microsoft Employee on at

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RE: Creating a New Lead Source

Welcome Conrad.

Please mark my answer as verified, if it solves your query.
Community Member Microsoft Employee on at

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RE: Creating a New Lead Source

Fantastic, thanks for the help
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Community Member Microsoft Employee on at

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RE: Creating a New Lead Source

Hi,

Just follow these simple steps to add new lead source.

Please mark my answer as verified, if it solves your query.

1. Go to Customization

2. Click Customize The System Option on Next Screen.

3. Expand Entities.

4. Click Leads Option.

5. Search for the field Lead Source and Double-Click on it.

6. Click Plus Icon To Add Lead Source.

7. Click Save and Close.

8. Click Publish All Customizations after all steps from 1 to 7.

Done!.

Please mark my answer as verified, if it solves your query.

Thanks.
Verified answer

Loic Orue 927 on at

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RE: Creating a New Lead Source

Hi,

You need to do this through system customization. The screenshot below should pretty much be self explanatory as to how to achieve this in your development environment before releasing to Production. Save & Publish when you're done.

Best Regards,