This article covers how to define the Lead source field for Leads as part of Demandbase Sales Intelligence installation.
You must have admin privileges in Microsoft Dynamics.
- Log in Microsoft Dynamics CRM as an admin user.
- Go to Go to Settings > Customizations > Customize the System > Entities > Lead > Fields. Click the checkbox next to LeadSourceCode.
- Click Edit.
- In Field Requirement, choose Business Recommended or Business Required.
- In Auditing, choose Enable.
- Go to Options:
- Click the + button.
- In Label, enter Demandbase.
- In Value, keep default value.
- Click Save and Close.
- Click Publish All Customizations.