Installation Company ERP / CRM


How To Manage Lead Sub Sources

To Do This:

  1. In the Main Menu, head to the Admin section and select ‘Manage Lead Sub Sources’.
  2. Select ‘+ Add New’ and enter the name of the sub source.
  3. Select the Lead Source in the drop down menu to link the sub source. If the Lead Source isn’t there, you can add this under Manage Lead Sources.
  4. Select ‘Update’ when complete.
  5. To edit a sub source, select the blue pencil icon beside it. Make any changes and select update.
  6. To delete a sub source, select the red delete button beside it and select yes to confirm.
  7. Lead sub sources can be found in the main Lead Details page underneath Lead Source.

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

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