Opportunity Source
An Opportunity Source is what defines the origination of the prospective sales. Sample Opportunity Sources include:
- Telemarketing
- Tradeshows
- Web Contact
- Referral
Note: Once you have your opportunity sources defined you may then begin adding Sales Opportunities that you may categorize by type and source in netFORUM.
Adding Records
- On the group items overflow menu, select the Opportunity Source group item.
- On Opportunity Source group item, select the Add Source link.
- The Add — Opportunity Source page will display.
- Enter source in the source text box (required).
- Enter a description in the description text box.
- Click Save.
Once you have added the various sources you plan to track for your sales opportunities, you will notice that each time you add a Sales Opportunity, the sources you have added now appear in the Opportunity Source drop-down. As noted, this enables you to track each sales source you obtain.