The Opportunity Source features on all Opportunities in the CRM, helping you record where the sales Opportunity came from. Sales opportunities can come from a variety of inbound and outbound activities. However, by configuring this list, you can standardise the options available for your Sales team. Providing a standard list will help with analysis and reporting of marketing activities too. Some Opportunity Source examples are:

  • Exhibition
  • Referral
  • Paid advertising channels e.g. Google Ads

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to Settings Centre

To configure your Opportunity Sources, click on the settings icon in the bottom left-hand corner of the CRM.

Step 2: Navigate to Sales in Settings

Once within the Settings Centre, navigate to the Sales page and scroll down until you reach the Opportunity Source configure option.

Step 3: Configure Opportunity Sources

By selecting the 'Click here to Configure' link, the Configure Opportunity Sources window will open. Within this window, all of your current Opportunity Sources will be listed. To add a new one, click on the + icon in the top right-hand corner. 

Step 4: Add Opportunity Source Details

You'll now be able to start filling out information about your new Opportunity Source. Make sure the Description is as relevant and useful to your CRM users as possible. You can also enter the associated cost with this Source to help calculate the return on investment of this Source.

Once happy with the information, click 'Create' and your new Opportunity Source will be available for all CRM users to use.  

Step 5: Obsolete Old Opportunity Sources

To obsolete any Opportunity Sources (i.e. if they are no longer used), click on the pencil icon for the required Opportunity Source and click 'Obsolete'.

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