Create "Contact Source" Drop-Down
under review
C
Corina Froese
Create the capability to have a standardized Contact Source list as a drop down. (i.e. Word of Mouth, Staff Referral, Google, Events, etc.)
HIGHLVL-I-2119
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O
Omer S
This would be amazing to convert contact source type to drop down. Yes we can create a custom field but it mess up with the dashboard reporting.
J
Jennifer Giannosa
We really need this. My client who uses the system with a team of 7 users all day err day has issues with people typing misspellings and alternate spellings of opportunity/contact sources which is making reporting impossible. ADMIN SHOULD BE ABLE TO CONTROL THIS FIELD by adding dropdowns to select from a limited list this should not be AN OPEN TEXT FIELD.
B
Bryce Claudin
yes. please. Currently we use tags to standardize it instead of the source feature. This isn't ideal.
R
Randall Hudgins
Please add this feature
R
Robert Dicks
This is such a basic feature and simple to add!
J
John Betterr
I don't know how GHL has made it even a year without this feature. Only 121 votes is so strange. Don't people want good data?
R
Robert Dicks
please please! This will stop so many errors with user input!
A
Austin Hall
Guys, this is pretty easy to do. If you're doing a lead capture form, create a custom field with the Dropdown (Single) option and call it whatever you want. We called it "How did you hear about us?"
Then in your workflow place that form as your trigger, and in your Create/Update opportunity step, use that custom field as your Opportunity Source.
I don't think it makes sense for them to change the default because this is how you can tell if this comes in via Facebook ad, funnel, etc. It's not just for organic leads and creating your own is likely the better option for those.
P
Pallavi Kothari
under review
S
Steve Gubb
Pallavi Kothari so is this correct there has been a downgrade only now under review !!
O
Omer S
Pallavi Kothari Any update on this guys?
Puru Bansal
planned
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