DEALERSIP User Manual


Contents

Lead Source

DEALERSIP User Manual/CRM

The Lead Source field defines the origin of the lead. You can create a new lead source in the CRM Lists section by following these steps:

  1. Expand the CRM section in the sidebar.
  2. Click on the CRM Lists link.
  3. Select Lead Sources from the navigation bar at the top of the page.
  4. Click the +Lead Source button to create a new lead source.

If you are viewing this text using helper icon, you can directly access the lead source page using this link.