Setting Up Lead Sources For Opportunities: Impossible To Add Lead Sources Manually
Last updated on MARCH 02, 2017
Applies to:Siebel CRM - Version 18.104.22.168 [IP2013] and later
Information in this document applies to any platform.
On : 22.214.171.124 [IP2013] version, Client Functionality
Setting Up Lead Sources for Opportunities: impossible to add lead sources manually.
The customer tried to create a new lead source according to existing documentation: https://docs.oracle.com/cd/E14004_01/books/AppsAdmin/AppsAdminSUOpportunities19.html
They could add a new lead source but it's impossible to select the new lead source in the field 'Source' in Opportunity Detail View.
Steps to re-produce:
- Create an Opportunity
- Select 'More info' > select the 'source' field. This includes a campaign name in my application.
- Navigate to Opportunities > Lead Source Administration
- Create a record
- Navigate to My Opportunities > 'More Ingo'
- The new source is not seen
When adding a new lead source, it should be possible to select the new lead source in the field 'Source' in Opportunity Detail View.
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