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Hi everyone,
I am new to MS dynamic CRM. Can anybody guide me how to create a new lead source so that I can create new leads under that source.
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Hi Bishwadeep,
You can go to Settings --> Customization
Then choose Customize The System
Then expand the Entities list
Select Lead --> Fields
Then you will find Lead Source field
*You can find by sorting the Display Name
Then you double click or edit (there is an edit button at the top)
You will fin the Option Set value list
You can change or add new item, to add just click the + button.
And key in your label and you can sort as well.
Don't forget to save and publish all customization.
Hope this helps!Thanks.
You can also go directly to the Lead record.
Then click the form editor (if you are admin or system customizer or another security role with customization permission)
It will open you a new window, that is Form Editor.
Go directly to the field then double click or edit.
It will open field properties.
Go to Details and Edit
It will open you the field detail property that you can add or modify the value list.
Hope this helps!
Thanks.
Hey Aileen,
Thank you so much for your help. I finally created a new lead source. However, the lead source is not showing in create new lead form's lead source dropdown. Do you think I missed something?
I followed the 2nd option and It worked!!!, Thank you for the support.
cheers!
If Aileen's answer resolved your problem please mark it as verified.
This will help other people who search for this question find an answer
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