Lead Source

Overview of Lead Source Tab

This tab displays a list of all configured lead sources and provides options to add new ones, as well as edit or delete existing lead sources.

1. Add New Lead Source Button

• Purpose: To create a new lead source.

• How to Use: Click the green "+ Add New Lead Source" button to open the "Add Lead Source" modal window.

2. Lead Source List

This section lists all the lead sources currently defined in your system.

• #: Displays the serial number for each lead source.

• Name: Displays the name of the lead source (e.g., "Email", "Google", "Facebook", "Friend", "Direct", "Tv").

• Action: This column contains options to manage each individual lead source:

  • Edit: Click the "Edit" button to open the "Add Lead Source" modal, pre-filled with the selected lead source's details, allowing you to modify it.

  • Delete: Click the "Delete" button to remove a lead source from the list. This usually prompts for confirmation before deletion.

Add Lead Source Modal User Manual

This section explains how to use the "Add Lead Source" modal window, which appears when you click "+ Add New Lead Source" or "Edit" an existing lead source.

Overview of "Add Lead Source" Fields

The modal contains one mandatory field for defining the new lead source. Fields marked with a red asterisk (*) are mandatory.

1. Lead Source*

• Purpose: The name of the source from which a lead originates (e.g., "Website", "Referral", "Cold Call", "Social Media Campaign").

• How to Fill: Type the desired name for the new lead source into this text field.

Actions within the Modal

• Close (X icon): Click the 'x' icon in the top right corner of the modal window to close it without saving.

• Close: Click the "Close" button to close the modal window without adding a new lead source.

• Save: Click the green "Save" button to add the new lead source to your system. If the mandatory "Lead Source" field is left blank, you will receive an error message prompting you to complete it.