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Sales > Lead

Create a Lead Source

Modified on: Tue, 31 May , 2022 | 05:57 PM


  1. Click Admin on the main navigation and select Master Data. 
  2. Click on Lead Sources. 
  3. To add a new lead source, click Add New. in the upper right-hand corner.



  4. Choose a Lead Source Category from the select box.
  5. Enter a name for this Lead Source.
  6. Choose which users will have access to this lead source by selecting them from the left-hand window and clicking on them or clicking select all at the bottom.
  7. Click submit to save this new lead source.


If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 

 

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