DEALERSIP User Manual

To open CRM Lists, go to the CRM section in the sidebar and click on CRM Lists. This section provides access to system-wide master lists used for managing and classifying CRM-related data such as leads, activities, referrers, and deals.

Managing List Items

All lists in this module follow the same structure and behavior:

• To add a new item, click on the + button in the top-right corner corresponding to the list (e.g., "+ Lead Sources").
• To edit or delete an item, hover the mouse pointer over the list item. Action icons (edit and delete) will appear on the right side of the row.
• Items marked as "System Reserved" are protected and cannot be modified or deleted. These are essential for built-in integrations (e.g., Website Lead, India Mart).

Best Practices

- Keep list names short but descriptive
- Avoid deleting list items that are already in use within existing leads or deals
- Use system-reserved items for automated lead capture channels and integrations

The CRM Lists module ensures consistency and customization across all CRM workflows. Changes made here reflect instantly throughout all linked features and modules.