Thursday, February 7, 2019

Custom Field sourcing the Lead Source Description

1. Navigate to Customization > Lists, Records, & Fields Entity Fields > New

  • Select Text Area in the Type field
  • Unmark the Store Value checkbox
  • Enter Label for the custom field

2. Under the Applies To tab mark Customer.

3. Under the Display tab select Main in the Subtab field.

4. Under the Sourcing & Filtering tab:

  • Source List select Lead Source
  • Source From select Message

5. Click Save.

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