Add Lead Source

This sounds simple but I can't seem to find a solid answer in Help or
online. How do I add Lead Sources to the "Lead Source" drop down on the
lead creation page?

Thanks

-David

kat
Fri Aug 20 13:30:34 CDT 2004

you will need to customize the form. You will need admin
rights: go to settings, system customizations, lead,
customize form. Then navigate to the field to open and
make changes to the dropdown values. You then need to
publish changes and do iisreset to see.

Good luck!

>-----Original Message-----
>This sounds simple but I can't seem to find a solid
answer in Help or
>online. How do I add Lead Sources to the "Lead Source"
drop down on the
>lead creation page?
>
>Thanks
>
>-David
>
>
>.
>

Paul
Fri Aug 20 15:11:25 CDT 2004

So what's the procedure to "publish the changes"

I've made several modifications to various forms, and none
of them have done anything to the actual forms. I assume
that is because I haven't done this step.

Thanks!

>-----Original Message-----
>you will need to customize the form. You will need admin
>rights: go to settings, system customizations, lead,
>customize form. Then navigate to the field to open and
>make changes to the dropdown values. You then need to
>publish changes and do iisreset to see.
>
>Good luck!
>
>>-----Original Message-----
>>This sounds simple but I can't seem to find a solid
>answer in Help or
>>online. How do I add Lead Sources to the "Lead Source"
>drop down on the
>>lead creation page?
>>
>>Thanks
>>
>>-David
>>
>>
>>.
>>
>.
>

Benjamin
Sat Aug 21 23:56:17 CDT 2004

iisreset is the procedure! heh

If you are doing this from within the Web CRM app you can reboot the
server or iisreset which clears the xml cache and some other things. If
you are doing the changes through the Customization Manager you can right
click on the top and there is a Publish Changes or Apply changes or
something (cant recall @ 1am on Sunday! heh)

"Paul Hieb" <crm@otbtelecom.com> wrote in news:2f8b01c486f1$dee0eee0
$a301280a@phx.gbl:

> So what's the procedure to "publish the changes"
>
> I've made several modifications to various forms, and none
> of them have done anything to the actual forms. I assume
> that is because I haven't done this step.
>
> Thanks!
>
>>-----Original Message-----
>>you will need to customize the form. You will need admin
>>rights: go to settings, system customizations, lead,
>>customize form. Then navigate to the field to open and
>>make changes to the dropdown values. You then need to
>>publish changes and do iisreset to see.
>>
>>Good luck!
>>
>>>-----Original Message-----
>>>This sounds simple but I can't seem to find a solid
>>answer in Help or
>>>online. How do I add Lead Sources to the "Lead Source"
>>drop down on the
>>>lead creation page?
>>>
>>>Thanks
>>>
>>>-David
>>>
>>>
>>>.
>>>
>>.
>>
>

Matt
Sun Aug 22 22:33:43 CDT 2004

You need to publish from Deployment manager on the CRM Server and then issue an
IISRESET.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Fri, 20 Aug 2004 13:11:25 -0700, "Paul Hieb" <crm@otbtelecom.com> wrote:

So what's the procedure to "publish the changes"

I've made several modifications to various forms, and none
of them have done anything to the actual forms. I assume
that is because I haven't done this step.

Thanks!

>-----Original Message-----
>you will need to customize the form. You will need admin
>rights: go to settings, system customizations, lead,
>customize form. Then navigate to the field to open and
>make changes to the dropdown values. You then need to
>publish changes and do iisreset to see.
>
>Good luck!
>
>>-----Original Message-----
>>This sounds simple but I can't seem to find a solid
>answer in Help or
>>online. How do I add Lead Sources to the "Lead Source"
>drop down on the
>>lead creation page?
>>
>>Thanks
>>
>>-David
>>
>>
>>.
>>
>.
>