Keep track and maintain relationships with effective lead sources that will attract new business prospects. Here you must enter information about the lead sources’ activity status, lead cycle and basic information.

Fields & its description:

• Code/Name

Enter any code and related name of the lead source you want to save.

• Source Type

Source type is nothing but the lead cycle that is most suited to the lead source. This is important as it allows you to know the source’s progress and importance based on the lead cycle.

You must click on Add Row to add details regarding the source in tabular form. Enter information one row after another. There is a provision that informs you if a row detail Is Active. If there are multiple details regarding the lead source, you can check which detail is currently active here.