The Lead Source features on a Lead record, helping you record where the sales opportunity derived from. For example you may of recently obtained the lead from an exhibition or the sales opportunity came through as a website enquiry.
In order to configure the Lead Sources within the CRM, you must have the correct level of authority attached to your CRM login. If you do not. then please contact the Customer Services Team or the Key CRM user within your business.
To edit your Lead Sources, click on the settings icon in the bottom left-hand corner.
Once within the Settings Centre, navigate to the Sales section & scroll down until you reach the Lead Source configure option.
By selecting the 'Click here to Configure' link the Configure Lead Sources window will open. Within this window all of your current Lead Sources will be listed. To add a new one click on the + icon in the top right-hand corner.
You will now be able to start filling out information about your new Lead Source. The description should be relevant for all CRM users & helpfully summarise the Lead Source. You can also enter the associated cost which is helpful if you would like to calculate the return on investment. Once happy with the information entered click 'Create' & your new Lead Source will be created.
To obsolete any old Lead Sources, click on the pencil icon for the required Lead Source & click 'Obsolete'.