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

  1. On the group items overflow menu, select the Opportunity Source group item.
  2. On Opportunity Source group item, select the Add Source link.
  1. The Add — Opportunity Source page will display.
  2. Enter source in the source text box (required).
  3. Enter a description in the description text box.
  4. 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.