Leads and sales pipeline
Configure lead sources
Configure lead sources in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Where to goSetup → Leads → Sources
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for configure lead sources, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Setup → Leads → Sources in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Source name, Source order, Active state.
- Complete Configure lead sources using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Source name
Source order
Active state
Checks before you finish
- Check lead owner, source and current stage.
- Keep contact details and next action current.
- Rule out duplicate customers before conversion.
- Verify pipeline stage and activity afterwards.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.