Customer Source details
OverviewThis article explains what users can review and do from customer source details, including the follow-up actions that branch from the main detail view.When to use thisUse this article when you need a read-first v
Overview
This article explains what users can review and do from customer source details, including the follow-up actions that branch from the main detail view.
When to use this
Use this article when you need a read-first view of the current record before editing it, communicating from it, or continuing the workflow.
How it fits into the flow
Customer Source details sits within Settings / Customer Sources. It is designed to work alongside related articles such as Creating a customer source, Customer sources list, Editing a customer source, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the current values, linked records, and status information shown on the page.
- Use the available actions to move into edit, communication, confirmation, or follow-up steps.
- Treat this view as the main reference point before taking a more focused action elsewhere in the feature.
- Common on-screen actions include Edit.
Important fields
- This article is more about the workflow than a long form, so focus on the visible actions, status cues, and related follow-up steps on the parent screen.