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Admin > Master Data

Add a New Lead Source

Modified on: Thu, 12 May , 2022 | 02:48 PM

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1. Navigate to the admin menu on the left hand side.
2. Choose master data from the menu.
3. On the master data screen click on lead source - it will appear on the left hand side in the middle row.
   
   
   
4. This will open your list of current lead sources.
5. To add a new lead source to the list click the green add new button in the top right hand corner.
   
   
   
6. A new lead source window will appear.
   
   
   
7. Begin by choosing a lead source category from the dropdown list.
8. Next you will enter a lead source name.
9. Below on the left hand side you will see a list of all of your lead owners you must click on each name to move them over to the box on the right hand side to ensure that they have access to this lead source.
10. Alternatively, you can click the green select all button and move all of the lead owners from the left hand side to the right hand side to make this lead source available to them.
11. Likewise, you can also remove all of the lead owners.
12. Once your list of owners lead owners for this lead source have been set, click the submit in the bottom right corner to save.