Introduction
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. Common lead sources include website inquiries, social media, trade shows, referrals, and more.
The BizGaze’s ‘Lead Sources app’ assists business organizations by providing a centralized platform to manage and analyze the origin of leads. It allows businesses to track and categorize leads based on the sources from which they were generated, enabling them to identify the most effective marketing and sales channels.
Default 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 Sources App.
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 are displayed |
Documents
This section contains Lead’s 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 |
| Audit | |
| Created Date | The date of creation of the Lead source |
| Created By | The name of the person who created the Lead source |
| Last Updated Date | The last stage changed date or recent modifications of the Lead source |
| Last Updated By | The name of the person who last updated the stage |
| Status | This section displays the current status of the Lead source |
| Time-Line | This widget tracks all the activities within the app. |
