Application Settings
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      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.

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

      fiworks-opportunity-source

      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.