Saturday, December 22, 2018

Unable to add Lead Source in CRM Lists


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Once Marketing Automation feature is enabled the option to add Lead Source on the Lead Source Lists will be disabled.

I. Temporarily disable Marketing Automation feature:

Note: May require i-alter

Navigate to Setup > Company > Enable Features > CRM tab > uncheck Marketing Automation

II. Create New Lead Source

1. Navigate to Setup > Sales > CRM Lists > New > select Lead Source
2. Enter value for Name. Example Web store 1 (or Web store 2, or Web store 3 etc..)
3. Click Save

III. Re-enable Marketing Automation feature

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