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.

Manage Lead Source

• Navigate to SaleLead > Master > Manage Lead Source

• Admins can add new lead sources with unique names.

• Lead sources linked to sales leads cannot be deleted, ensuring data accuracy.

• Admins can view and update existing lead sources.

• Duplicate lead source names are not allowed.

Maintaining lead sources linked to sales leads ensures accurate records and supports reliable reporting and analysis, ultimately aiding in informed decision-making for effective sales strategies.