ANTE User ManualDeal Sources
Deal Sources are a simple reference list that records where your deals originate (for example: Referral, Website, Trade Show). They are managed under the CRM module and can then be assigned to deals.
Finding the Page
In the sidebar, open CRM and choose Deal Sources.
Page Layout
The Deal Sources list shows:
- Add Deal Source button (top right) - opens the create form
- Search - search the list by Source Name
- Deal Sources table - all existing deal sources
Table Columns
| Column | Description |
|---|---|
| Source Name | The name of the deal source |
| Status | Active or Inactive |
| Created | The date the deal source was created |
Click any row to open that deal source's detail page.
Deal Source Information
A deal source has only one editable field:
| Field | Required | Description |
|---|---|---|
| Source Name | Yes | The name of the deal source |
Status (Active/Inactive) and Created date are shown on the detail page but are not entered on the form.
Common Tasks
Creating a Deal Source
- Go to CRM → Deal Sources.
- Click Add Deal Source.
- Under Deal Source Information, enter the Source Name (required).
- Click Create Deal Source.
A confirmation message appears and you are returned to the Deal Sources list.
Viewing a Deal Source
- From the Deal Sources list, click the row you want to view.
- The detail page shows the Deal Source Information section with:
- Source Name
- Status - Active or Inactive
- Created - the creation date
Editing a Deal Source
- Open the deal source's detail page.
- Click Edit.
- Update the Source Name.
- Click Save Changes.
Deleting a Deal Source
- Open the deal source's detail page.
- Click Delete.
- Confirm in the dialog ("Are you sure you want to delete …? This action cannot be undone.").
A confirmation message appears and you are returned to the Deal Sources list.
Related Pages
- Deal Types - Categorize deals by type