Is there anybody could teach the procedures in adding new options to lead
source and industry? Thanks a million!!!

RE: Adding new options in Lead source and industry by MitchMilam

MitchMilam
Mon Mar 06 10:55:25 CST 2006

Kent,

You will need to Customize the Lead Entity, Edit the Lead Source Attribute
and make modifications to the Picklist items.

After you save your changes, you must Publish the Lead so you have access to
the changes.

Industry will work the same way.

Mitch

RE: Adding new options in Lead source and industry by KentCHENG

KentCHENG
Wed Mar 08 04:45:10 CST 2006

Hi Mitch, thanks for your information. It works.

"Mitch Milam" wrote:

> Kent,
>
> You will need to Customize the Lead Entity, Edit the Lead Source Attribute
> and make modifications to the Picklist items.
>
> After you save your changes, you must Publish the Lead so you have access to
> the changes.
>
> Industry will work the same way.
>
> Mitch

RE: Adding new options in Lead source and industry by Eric

Eric
Mon Mar 13 10:41:04 CST 2006

Hi Mitch ~

We've been able to edit our lead source, but can't seem to get the "Publish"
part. Can you explain exactly how to do that?

Thanks,
Eric

"Kent CHENG" wrote:

> Hi Mitch, thanks for your information. It works.
>
> "Mitch Milam" wrote:
>
> > Kent,
> >
> > You will need to Customize the Lead Entity, Edit the Lead Source Attribute
> > and make modifications to the Picklist items.
> >
> > After you save your changes, you must Publish the Lead so you have access to
> > the changes.
> >
> > Industry will work the same way.
> >
> > Mitch

RE: Adding new options in Lead source and industry by EricAnderson

EricAnderson
Mon Mar 13 11:25:27 CST 2006

Hi again ~

Disregard. We discovered we need to reset IIS for the edits to publish and
become live.

Cheers,
Eric

"Eric Anderson" wrote:

> Hi Mitch ~
>
> We've been able to edit our lead source, but can't seem to get the "Publish"
> part. Can you explain exactly how to do that?
>
> Thanks,
> Eric
>
> "Kent CHENG" wrote:
>
> > Hi Mitch, thanks for your information. It works.
> >
> > "Mitch Milam" wrote:
> >
> > > Kent,
> > >
> > > You will need to Customize the Lead Entity, Edit the Lead Source Attribute
> > > and make modifications to the Picklist items.
> > >
> > > After you save your changes, you must Publish the Lead so you have access to
> > > the changes.
> > >
> > > Industry will work the same way.
> > >
> > > Mitch