Business Planning › About Sources › Edit Source Details

Edit Source Details

To edit source details

1. Open the sources list page and click Edit in the Actions column next to the source name.
2. Complete or edit the following fields:

   Source Name

   Specifies the name of the source.

   Type

   Specifies the source type. Once you select a type and save, the type cannot be changed.

   Values: Business Unit, Customer, Geography, Industry.

   Primary Contact

   Specifies the name of the person at the source who can be contacted for information.

   Primary Contact Email

   Specifies the email address of the primary contact.

   Primary Contact Phone

   Specifies the telephone number of the primary contact.

   Description

   Provides a description of the item being created or edited.

3. Complete the following fields in the Customer section

   Geography

   Specifies the geographical area the source represents.

   Revenue to Date

   Indicates the revenue generated from the customer to date.

   Industry

   Specifies the market segment to which the source belongs.

   Potential Revenue

   Specifies the future revenue that may be generated from the source.

4. Complete the following fields in the Product Detail section:

   Competitor Products

   Specifies the competitor products that the source is associated with.

   Requirements

   Specifies the requirements to which the source is associated. You can associate multiple requirements to a source.

   Products

   Specifies the product or products to which the source applies. You can select more than one product to associate.

   Personas

   Specifies the personas associated with the source. You can associate more than one persona with a source.

5. Complete the following fields in the Market Information Section

   Market Size

   Specifies the size of the market that the source represents.

   Market Share

   Specifies the share of the market that the source currently has.

   Market Growth

   Specifies the expected growth of the market segment that the source is associated with.

   Values: High, Medium, Low

6. Click Save.

More information:

Create a Source

View a Source