Installation Company ERP / CRM


How To Manage Lead Sources

To Do This:

  1. In your Main Menu, head to Admin and ‘Manage Lead Sources’.
  2. Select ‘+ Add New’ to add a Lead Source. Enter the name and web form name (this is what will appear on your website) and whether you’d like it so show on the web form.
  3. Select ‘Update’ once complete.
  4. To edit a Lead Source, select the blue ‘edit’ button. If any changes are made, select ‘Update’.
  5. To delete a Lead Source, select the red dustbin ‘Delete’ button. Select Yes to confirm. If you have any Leads associated to a Lead Source, you WON’T be able to delete it.
  6. If you head to a Lead, your Lead Sources will be found in a drop-down in the main Lead page.

Thank you for watching our how-to video on How To Manage Lead Sources, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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