Introduction
A new Lead Source master is added to the Client Master in the Staff Portal. The new Lead Source master is created to identify the client's lead source, detailing how the client discovered your business. The available Lead Sources in the masters can be selected for the New and Existing Clients.
How to Access Lead Source Master?
To access Lead Source in Masters:
- Click Masters → Client Master → Lead Source
Lead Source in Masters
The Lead Source page displays the current Lead Source repository, including Client Lead Source, Display Sequence, Last Updated By, Last Updated On, Status, Default Lead Source, and Action (to edit the existing Lead Source).
To modify an existing Lead Source, click the edit icon in the Action column.
How to Add New Lead?
To add a New Lead:
- Click Add New Lead, and the Lead Source pop-up opens
- Provide all the required details
- Click Save
|
Field Name |
Description |
| Client Lead Source |
To provide the client's Lead Source, detailing how the client discovered the business. |
| Display Sequence |
To specify the order of the provided Lead Source. |
| Default Lead Source |
Select Yes if the lead source should be selected by default in the Lead Source dropdown of Client Details and Add New Client screen. Only one lead source can be selected as the default option. |
| Status | Select the Status of the Lead Source as Active/ Inactive. |
In the Client Details page of the client, the following new fields of Lead Source are shown:
- Lead Source: The Lead Source options are available as specified in the Lead Source master. Select the Lead Source option from the drop-down
- Lead Generated By: Select the name of the staff who generated the Lead Source
- Lead Generated On: Select the date when the Lead Source was generated
The Lead Source, Lead Generated By, and Lead Generated On fields are mandatory for selection if the client Status is 'CLIENT FUTURE OPPORTUNITY'.
In the Add New Client page, the new fields for Lead Source, Lead Generated By, and Lead Generated On are displayed for a new client. If the Status is selected as 'Client Future Opportunity', it is mandatory to select values for all these fields.
