Step 1

To add Lead Sources:

  1. Click on Leads Module from the left menu.
  2. Here, you will see the Settings options. You’ll see two options, Leads Settings & Leads Presets. 
  3. You will have to choose Lead presets.

Step 2

To add a lead source, click on Add Source button.


Step 3

  1. After Clicking on Add Source, a Pop-up Form will appear on your screen.
  2. Fill the Source Name, Subsidiary, Branch & then click on Add button.

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