---
title: Opportunity Source
description: The Opportunity Source is used in sales opportunities to track the source of the opportunity. The source can be used in pipeline reports to help you understand where your opportunities are coming from
---

[Skip to content](https://support.fiworks.com/opportunity-source#main-content)

English

Show submenu for translations

![fiworks\_logo\_color\_hex-1.png\]](https://support.fiworks.com/hs-fs/hubfs/fiworks_logo_color_hex-1.png?height=40&name=fiworks_logo_color_hex-1.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Go to fiworks.com](https://www.fiworks.com/)

[Go to fiworks.com](https://www.fiworks.com/)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://support.fiworks.com/?hsLang=en)
2. [Administration Guide](https://support.fiworks.com/administration-guide?hsLang=en)
3. [Application Settings](https://support.fiworks.com/administration-guide?hsLang=en#application-settings)

# Opportunity Source

The Opportunity Source is used in sales opportunities to track the source of the opportunity. The source can be used in pipeline reports to help you understand where your opportunities are coming from.

![](https://support.fiworks.com/Skip,%20since%20insertion%20is%20handled%20via%20gallery)

Opportunity Sources are managed in the Settings menu. Use the toolbar to add, delete, rearrange or sort opportunity sources.

![fiworks-opportunity-source](https://support.fiworks.com/hs-fs/hubfs/fiworks-opportunity-source.png?width=520&height=469&name=fiworks-opportunity-source.png)

The system has default values. Some of the values ("Employee Referral" and "Needs Assessment Survey") are used internally by FI Works and cannot be deleted.

- [Getting Started](https://support.fiworks.com/getting-started?hsLang=en#main-content)

    - [FI Works Overview](https://support.fiworks.com/getting-started?hsLang=en#fi-works-overview)
    - [Accessing the Application](https://support.fiworks.com/getting-started?hsLang=en#accessing-the-application)
    - [Getting Around](https://support.fiworks.com/getting-started?hsLang=en#getting-around)
- [User Guide](https://support.fiworks.com/user-guide?hsLang=en#main-content)

    - [Scorecards](https://support.fiworks.com/user-guide?hsLang=en#scorecards)
    - [Data Analytics](https://support.fiworks.com/user-guide?hsLang=en#data-analytics)
    - [Dashboards](https://support.fiworks.com/user-guide?hsLang=en#dashboards)
    - [Search](https://support.fiworks.com/user-guide?hsLang=en#search)
    - [Profiles](https://support.fiworks.com/user-guide?hsLang=en#profiles)
    - [Activities](https://support.fiworks.com/user-guide?hsLang=en#activities)
    - [Sales & Contact Management Tools](https://support.fiworks.com/user-guide?hsLang=en#sales-contact-management-tools)
    - [Leads and Prospects](https://support.fiworks.com/user-guide?hsLang=en#leads-and-prospects)
    - [Centers of Influence](https://support.fiworks.com/user-guide?hsLang=en#centers-of-influence)
    - [Sales Reporting and Analytics](https://support.fiworks.com/user-guide?hsLang=en#sales-reporting-and-analytics)
    - [Marketing Automation](https://support.fiworks.com/user-guide?hsLang=en#marketing-automation)
    - [Settings](https://support.fiworks.com/user-guide?hsLang=en#settings)
    - [Profitability](https://support.fiworks.com/user-guide?hsLang=en#profitability)
    - [Demographics](https://support.fiworks.com/user-guide?hsLang=en#demographics)
- [Administration Guide](https://support.fiworks.com/administration-guide?hsLang=en#main-content)

    - [Application Settings](https://support.fiworks.com/administration-guide?hsLang=en#application-settings)
- [FAQs](https://support.fiworks.com/faqs?hsLang=en#main-content)

    - [FAQs](https://support.fiworks.com/faqs?hsLang=en#faqs)
- [Announcements](https://support.fiworks.com/announcements?hsLang=en#main-content)

    - [Release Notes](https://support.fiworks.com/announcements?hsLang=en#release-notes)

# FI Works

fiworks.com Help Center

Copyright © 2025, FI Works