BizCRM App
Step-by-Step Guide to Managing and Adding New Lead Sources
STEP 1: Select "Lead Source" to Manage Your Lead Settings
- Click on the "Lead Source" option highlighted in the settings area. This will allow you to manage and configure your lead sources effectively.
- Once selected, you will see a list of existing lead sources, including options like Email, Google, and Facebook.
- You can add a new lead source by clicking the "Add New LeadSource" button located at the top right of the section.
- Review the existing entries to ensure you have the necessary sources listed for your leads. Adjust or delete any entries as needed to streamline your lead management process.
STEP 2: Click "Add New Lead Source" to Create a New Entry
- Locate the "Add New LeadSource" button in the Lead Settings section.
- Click on this button to initiate the process of adding a new lead source.
- A form will appear, prompting you to enter details about the new lead source.
- Fill in the required fields, such as the name of the lead source, and any additional relevant information.
- Review your entries for accuracy before submitting.
- After submission, the new lead source will be added to your list, allowing for better tracking and management of leads.
STEP 4: Enter Lead Source
- Click on the "Lead Source" input field in the "Add Lead Source" dialog.
- Enter "Your lead source" or any other relevant source.
- After entering, proceed towards submitting the form.