In Accountable CRM, the Lead Sources feature on the Company Admin page is a powerful tool designed for all company users. It allows Company Admins to create and manage lead sources that can be applied across the system for consistent and effective lead tracking.
Steps To Create a Lead Sources in Company Admin.
Click on the "Admin" tab, in the top navigation bar. In the company page, Click on Settings.
In the settings page, Click on the Lead sources.
Once you navigate to the Lead Source page, the default lead sources will be automatically displayed in a deactivated state. To use a default lead source, enable the toggle button to activate it.
To create a new custom lead source, click the Add Lead Source button located in the upper-right corner of the Lead Source page.
Once you click , A modal pop-up will appear. Enter a custom lead source name and click on save button.
Once the custom Lead source is created, it will be reflected in the Company User Contact Creation popup model. You can select it from the Custom lead source section of the dropdown list.
When a Company Admin creates a new lead with lead source, it will be reflected in the Pipeline section under the Leads tab.
When the toggle is turned On, the lead source will be displayed in the contact Creation popup modal . When the toggle is turned Off, the lead source will not be displayed in the popup.
To edit a custom lead source, click the pencil icon and update its name. To delete a custom Lead source, click the trash icon to remove it.
Note: Default lead source cannot be modified or removed. Only custom Lead source can be edited or deleted.
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