DEALERSIP User Manual

A Lead Source defines how a lead was originated, such as from a phone call, website form, social media ad, or a referral. It helps your team track the effectiveness of different marketing and communication channels. To access lead sources page:

1. Expand CRM section from sidebar.
2. Click on CRM Lists.
3. Once the page loads, ensure that the Lead Sources tab is selected at the top (it is selected by default).

How to Create a New Lead Source

1. Click on the + Lead Sources button in the top-right corner of the page.
2. This opens a new input window or dialog.
3. Enter a name for the lead source (e.g., "Radio Campaign", "Instagram Ads").
4. Click Save to add the lead source.
5. The new item will now appear in the list and will be available wherever lead sources are selected in the CRM.

How to Edit or Delete a Lead Source

• Hover your mouse over any existing lead source in the list.
• Two action icons will appear on the right side of the item — Edit (pencil) and Delete (trash bin).
• Click the Edit icon to update the name, then click Save.
• Click the Delete icon to remove the lead source (only if it is not system-reserved).

Note: Some sources are labeled System Reserved. These are auto-generated by the system for integrations like Website Leads, India Mart, and Grow with Google. They cannot be edited or deleted.