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User Guide / Leads / How to edit Source name
  • How to set the Lead notification template for follow-up reminders to the assigned staff?
  • How does the Lead form work?
  • How to view leads in Kanban View?
  • How to archive leads?
  • A Beginner’s Guide To Leads Module: Everything You Need To Know
  • How to Add Lead Promoters and Assign them?
  • How to add Lead Sources?
  • How to Add a New Dropdown Field in Lead Module?
  • How to Add a New Text Field in Lead Module?
  • How to Add Status in Lead Module?
  • How to Add Options to Follow Up Details?
  • How to assign a lead?
  • How to edit the status of a lead?
  • How to view a lead?
  • How to add a lead?
  • How to edit information of the Promoters
  • How to edit Source name

    • Step 1

    1. Go to Leads available on the left menu.
    2. On the Leads listing page click on Settings.
    3. A popup option will appear on your screen
    4. Click on Leads Preset.
    user-guide-leads-listing-settings

    Step 2

    1. On clicking, it will navigate to Leads Preset page.
    2. Click on Sources tab.
    3. For a particular record, click on the Action buttons.
    4. An Action option popup will appear with Edit and Delete options. 
    5. Click on Edit option.
    user-guide-leads-sources

    Step 3

    1. A popup named Edit Source will appear on your screen.
    2. Make the relevant changes you want to make and click on Update.
    3. A success notification message will be shown. 
    user-guide-leads-sources-update

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