Group leads into categories which will help you in better organizing. You can create lead categories that is separate for traders, dealers, clients, etc.

Fields & its description:

• Code/Name

Enter a code and its corresponding name to define the lead category.

• Cycle

Select a lead cycle especially suited for this lead category.

• Is Product Required?

Lead categories may not only involve products but also personnel and locations. Specify if this lead category involves products.