Opportunity Management - Sources

Pgm: OMSOURCE – Sources; standard Treeview path: Opportunity Management > Setup > Sources

This screen is used to maintain the options available for the Source drop-down list, which is available on an opportunity’s General tab. Sources are used to track where/how the prospect learnt about the company, or where a sales person found out about the prospect. This information can then be used to help determine the most effective marketing strategies.

The following provides descriptions for the fields of a source entry.

Company

Company for which the entry is available. An asterisk (*) indicates that it is available for all companies.

Company Name

Name of company selected by Company field. If asterisk is selected, this field displays “All Companies”.

Source Code

Code to identify the source option.

Source Name

Name for the source option.

Source Description

Description of the source option.

Group

Optional; Group for which the source belongs.

Group codes are maintained on the Group Maintenance screen.

Group Name

Name of the source group, selected by the Group field.

Active – Checkbox

Indicates if the corresponding source entry is active. This checkbox is used to ensure that the list of available source codes does not get too large, and to stop users from accidentally selecting unused codes.

Default – Checkbox

Indicates that the corresponding source entry is the default value for a Source field.