Simple Sales Tracking Blog

Lead Sources as a Drop Down List

 

Earlier today we published the latest release of Simple Sales Tracking. Included in the release are a number of small changes and minor bug fixes.

The most important change has to do with how Lead Sources are managed. In the past, the only option was to type in the Lead Source for your Accounts, Opportunities and Leads on a case-by-case basis. In our latest release, you now have the option of creating a drop down list of lead sources. The list of available Lead Sources are managed by your group administrator, in the Admin area.

From there, Lead Sources can be added, changed or removed entirely. If one is changed, the change flows through to any matching Lead Source marked against an Account, Opportunity or Lead.

If you’d like to continue to type in Lead Sources manually, all you need to do is delete the Lead Sources from the list in the Admin area.

As always, if you have any questions about this or anything else in Simple Sales Tracking – please don’t hesitate to ask.

Filed under: New Features, , ,

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About

Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts.

Built with simplicity at its core, focus is kept on key sales tasks, while eliminating unnecessary ones, helping to ensure buy-in of the entire sales team.
Go to SimpleSalesTracking.com

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