Lead Source Categories

The Lead Source Category List is used to create groups of client lead sources, or how a client (or potential client) heard about your business.

To enter the Lead Source Category List, hover over Client in the Tool Bar of Envision Cloud, hover over Client Options, and select Lead Source Category from the drop down menu.

LeadSourceCategoryList.png

 

Add a New Lead Source Category

Click the plus sign, "Add a Category" in the Category Options list. 

add_new_lead_source_category.jpg

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.