Operations CRM - View the Source on a Lead

1. Navigate to "CRM"

   You can view the source link on a lead as a "clickable link" in the Operations Portal. Navigate to the "CRM" section.

   

2. Click "Opportunities"

   Then, click "Opportunities". In order to access and update leads, you will need to be set up either as an “administrator” or a “superuser”, or have the following roles: “accountQuoting”, “leadEdit”, and “leadView”.

   

3. Click "Type" Filter

   Next, click on the "Type" filter dropdown.

   

4. Click "Lead"

   Filter the results displayed by selecting "Lead" from the dropdown menu.

   

5. Search for the lead

   Find the lead by using the "Search" field.

   

6. Go to the details page of the lead

   Click on the more details icon on the lead you wish to view.

   

7. Click "Open in New Tab" button

   In the Source Link field, click the "Open in New Tab" button.

   

8. View External Site

   A new tab will open, taking you to the URL saved in the source link field. This feature makes it easier to access the URL without having to copy and paste the URL in a new page.