Introduction
A categorized collection of various channels or origins from which potential leads or customers are generated, aiding in tracking and analyzing the effectiveness of marketing efforts.
The ‘Lead Source Groups’ App assists organizations in managing and organizing their lead sources efficiently. It enables them to categorize and group different lead sources based on their origin, such as social media, website, referrals, etc. The app provides a centralized platform to monitor the performance of each lead source group, allowing organizations to allocate resources more effectively, optimize their marketing strategies, and make informed decisions about resource allocation.
Portlets & Widgets
In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Lead Source Groups App.
Lead Source Group Details
Basic information about the Lead Source Group can be found here
| Field name | Description |
| Source Group Name | Displays the name of the Source Group. Lead source group refer to collection of various channels or origins from which potential leads or customers are generated, aiding in tracking and analyzing the effectiveness of marketing efforts |
| Count | Displays the number of lead sources in the Lead Source Group |
Lead Source Details
Basic information about the Lead Source can be found here
| Field name | Description |
| Source Name | Displays the name of the source from where the lead is generated. Lead sources refer to the various channels, platforms, or methods through which potential customers or leads become aware of a business and express interest in its products or services |
| Description | Comments or short notes about the Lead Source Group are displayed |
Documents
This section contains Lead Source Group documents like PAN, Address proofs, Aadhar card, organization related files and images.
| Field name | Description |
| Document Name | Name of the document uploaded is displayed |
| Type | The document type of the uploaded document is displayed like png, JPG, JPEG or any other file format |
| Preview | User can click on the ‘Preview’ template to view the document/image uploaded |
| Download | User can click on the ‘Download’ template to download the document/image uploaded |
Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.
| Comments | User can write short notes or comments about the Lead source group |
| Audit | |
| Created Date | The date of creation of the Lead source group |
| Created By | The name of the person who created the Lead source group |
| Last Updated Date | The last recent modifications made to the Lead source group |
| Last Updated By | The name of the person who last updated the stage |
| Status | This section displays the current status of the Lead source group |
| Time-Line | This widget tracks all the activities within the app. |