This article explains how to define the Lead source field for Leads as part of InsideView Insights installation.
Note: This article is an extension to the article Installing InsideView Insights via AppSource Marketplace wherein you will come across a procedure to define the Lead source field.
|1||Log in||Log in to your Mircosoft Dynamics CRM with the admin user credentials.|
|2||Go to Customize||Go to Settings > Customization > Customize the System > Entities > Lead > Fields > Select the LeadSourceCode field as illustrated:
|3||Edit LeadSource field||In the resultant screen, select the LeadSourcecode field and click Edit. Review the LeadSourceCode field settings and map it to InsideView as illustrated:
|4||Publish Customizations|| Click Publish All Customizations as illustrated: