Lead Sources

You will always need a way to know from where you got the lead.

  • Go to Setup -> Leads -> Sources and add new source depending on your needs.
  • To setup default lead source navigate to Setup->Settings->Leads and chose Default Source.

You can assign a source per lead and you will know from where your leads coming and from where you have the most leads converted to clients when generating report.

The default lead source is used to auto populate the source field when creating new lead, each time you add new lead this source will be auto selected.

Did you find this article useful?

  • Import Leads From WordPress Contact Form 7

    CRM has the ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7 togethe...

  • Leads email integration

    Leads email integration is powerful Perfex feature who allow you to integrate leads from your email address. You can set up email forwarder from any ...

  • Setup Web to Lead Form

    CRM Web to Lead feature allow you to build a web form based on leads fields and custom fields to place it on your website, landing page etc as an ifr...

  • Sending Proposal to Customer or lead

    We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template w...

  • Convert Lead to Customer

    Convert Lead to a Customer Click on the lead and wait for the modal to be opened, on the top button click Convert to a customer. The convert to custo...