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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.

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