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Thread: Adjusting lead source.

  1. #1
    Lythande is offline Senior Member
    Join Date
    Dec 2008
    Posts
    26

    Default Adjusting lead source.

    I'd like to do the following:

    01. Change the name of "lead source" to "category".
    02. Change the drop down menu to become a multi-select version during contact/lead creation.
    03. Add "lead source" to Accounts (or change Industry to Lead Source) and have it appear as a search option in target list creation.

    I think I can rename "lead source" in the studio, but would that have the domino effect of changing wherever it has been applied to? Ditto with changing the menu to multi-select?

    This line of thought is from the fact that in the target lest creation/edit screen, lead source appears as a search criteria option for contacts and leads. I can't add my custom
    categories as a searchable option without the grief of installing "non-upgrade safe" options or doing some programming. I'm no coder/programmer!
    Last edited by Lythande; 2009-01-20 at 06:20 PM.

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