The creation process of a Lead Source is as follows:
Navigation: Menu > Search for the Lead Sources App > Listview > Create (+)
Create Lead Source
Field name | Description | Mandatory |
Source Name | Enter the name of the Lead Source | Yes |
Source Group | Select the Source group name from the drop-down list or user can create a new source group by clicking on ‘Create New’ option, which directs to ‘Create Source Group’ module | Yes |
Description | User can comment or enter short notes about the Lead Source | No |
Apply all the details and click on Save.