Lead Source

In Robeeta Office Sale Lead, the Lead Source Management feature provides you with the ability to effectively manage the sources from which your leads originate. This feature allows you to add new lead sources, modify existing ones, or remove sources as needed. Adding new lead sources involves entering relevant details that help categorize and track the origins of your leads, facilitating better analysis and strategy development.

Deletion Restrictions

Similar to product management, once a lead source has been associated with a sales lead, it cannot be deleted. This restriction ensures the accuracy and consistency of historical data, preventing any disruption in reporting or tracking. By preserving lead sources linked to active sales leads, you maintain a reliable record of lead origins, which is crucial for accurate analysis and decision-making.

Ensuring Data Integrity

The approach of restricting deletions ensures that all lead source information remains intact, contributing to the integrity of your sales data. This practice enhances the efficiency of lead tracking and reporting processes by providing a complete and accurate historical record. Managing lead sources with these restrictions supports effective sales strategy planning and ensures that your data remains reliable and comprehensive.