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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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,
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!.
Thanks.
Fantastic, thanks for the help
Welcome Conrad.
You're welcome, glad to help!
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?
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.
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