Your Opportunities may originate from a number of different sources. You can create your own sources using Accelerate.
Adding a new Source
To add a new source, click ‘Settings’ in the menu bar, then scroll to the ‘Sources’ dropdown:
Enter a value into the ‘New Source’ field and then click ‘Add Source’:
Your source is then ready to use!
Changing the Source on an Opportunity
To start, click ‘Opportunities’ in the menu. Then click the pencil icon on the opportunity of your choice. You will see the ‘Source’ dropdown like below:
Click on the dropdown to select the correct source. Then click ‘Save’ to save your changes.
Then, the correct source will be displayed on the Opportunities page:
