Control Center - Sales Management – Opportunity Source

Purpose

Opportunity Sources define where sales opportunities originate.

By maintaining a standardized list of sources, organizations can identify which marketing channels, campaigns, or referral methods generate new business opportunities and support more accurate sales reporting and performance analysis.

Access Path

Sales Management → Opportunity → Opportunity Source

This configuration area is typically managed by sales administrators or CRM administrators.

Overview

Opportunity Sources represent the origin of a sales opportunity.

Each source can be selected when creating or updating an Opportunity, allowing the organization to track how potential customers entered the sales pipeline.

Using standardized Opportunity Sources improves data quality and enables more reliable analysis of lead generation activities.

Process Overview

Managing Opportunity Sources typically consists of the following steps:

Create a new Opportunity Source.
Define its name and organizational scope.
Save the configuration.
Select the source when creating Opportunities.

Opportunity Source Landing Page

The landing page displays all configured Opportunity Sources available in the system.

Each record represents a source that can be associated with sales opportunities.

The list includes:

Field	Description
Name	Name of the Opportunity Source
Companies	Company or organizational scope where the source is available

From this page you can:

Create a new Opportunity Source
Open existing records
Refresh the list
Include deleted records
Export the list
Configure visible columns

Creating an Opportunity Source

Click Add Opportunity Source.

Complete the required information.

Field	Description	Notes
Name	Name of the opportunity source	Mandatory
Companies	Defines the company or organizational scope where the source is available	Can be Tenant-Wide or company-specific

Click Save to create the Opportunity Source or Save and New to immediately create another one.

💡 Fields marked with a red asterisk (*) are mandatory.

Best Practices

Use clear and descriptive source names.
Create standardized values to avoid duplicate or similar sources.
Use Tenant-Wide scope when the same sources apply across the organization.
Review the list periodically to remove obsolete or unused sources.
Align Opportunity Sources with the organization's marketing and sales channels.

💡 Tip

Opportunity Sources should represent the initial channel through which a prospect entered the sales process, such as a website, marketing campaign, referral, partner, or existing customer. Maintaining a consistent list improves reporting accuracy and helps measure the effectiveness of lead generation initiatives.

Sales Management – Opportunity Summary
Sales Management – Opportunity Type
Sales Management – Opportunity Pipeline
Sales Management – Opportunities