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.
Click on the Add Lead Source at the upper right of the lead source page.
Once you click . A modal pop-up will appear. Enter a lead source name and click on save button.
Enable the Show Default Lead Source toggle to display the default lead source in the Lead Source table. The default lead source cannot be edited or deleted.
And will also be reflected in the Company User Contact Creation popup.
Click the Edit icon to edit the lead source, and click the Delete icon to remove it.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support