Access the CRM Settings or Customization Area: Log into your CRM and navigate to the settings or customization section. This area allows you to modify fields, properties, and layouts of records.
Locate the Object or Record Type: Find the specific type of record (e.g., Contacts, Leads, Opportunities) where you want to display the Source Property. CRM systems usually organize features and settings by record type.
Field or Property Management: Look for the section where you can manage fields or properties for the record type. This could be under sections titled something like "Fields," "Properties," "Custom Fields," or "Field Management."
Add or Edit Fields: If the Source Property does not already exist as a field for your records, you may need to create a new custom field. If it exists but is not displayed, you may need to edit the field settings or the layout settings of the record type.
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Creating a New Field: Select the option to create a new field. Choose the appropriate field type that matches the data you expect to store in the Source Property (e.g., text, dropdown list). Name the field accordingly (e.g., "Source"), and configure any additional settings like default values, required status, or visibility options.
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Editing Existing Field or Layout: If the Source field exists, you may need to adjust its visibility settings or add it to the record layout. Navigate to the layout customization area and add the Source field to the desired section of the record layout.
Save Changes: After adding or editing the field, ensure to save your changes. This might require you to publish the updated layout or field settings.
Test the Changes: Open a record of the type you've modified to ensure the Source Property is visible and functions as expected. If necessary, make any adjustments by revisiting the settings.
Remember, the exact navigation and terminology may differ based on your CRM platform, so it might be helpful to consult the specific documentation or support resources of your CRM system for precise instructions.
