Costpoint Help

Manage Lead Source Types

Use this screen to enter and maintain lead source types.

These lead source types are used on the Manage Leads and Contacts screen to identify the source of a lead or contact.

If you have multiple companies, you can set up and maintain lead source type codes in any company and use them across all companies. The code, however, must be unique in a single Costpoint database.

Note: This application is available only if you are licensed for Capture & Contracts.

Related Topics:

Display the Manage Lead Source Types Screen

You access the Manage Lead Source Types screen from the Capture & Contracts domain.

Contents of the Manage Lead Source Types Screen

Use the fields and options to configure the Manage Lead Source Types screen.

Table Information for the Manage Lead Source Types Screen

Changes to the Manage Lead Source Types screen update the CT_SRC_TYPES table.


Parent Topic:

Contract Management Controls