Account > Client Sources (Used in Opportunities module only) Modify | Delete A source is used to populate the "Client Source" drop-down list box on the New/Edit Client form. There is a default list of sources available, or you can create your own. To create a new Client Source: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "Client Source." 3. Enter the source's name; if desired, use the "Notes" field to include any pertinent information. 4. Click on "Save." To modify an existing Client Source: 1. Click on the Account tab. 2. Click on the "Client Sources" link. 3. Click on the relevant source name in the list. 4. Make your changes in the "Edit - [name of source]" dialog. 5. Click on "Save." To delete existing Client Source: 1. Click on Account tab. 2. Click on the "Client Sources" link. 3. Click on the relevant source name in the list. 4. Click on the "Delete" button in the "Edit - [name of source]" dialog. (Note: You cannot delete a source that has been associated with a client or prospect.)