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.

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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.

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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.

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