Source

The Source screen is used to define where your leads or customers are coming from.

Navigate Source 

Users can access this screen from theleft navigation sidebarby going to:

App/Settings → Data → Source

Screen overview

1. Source List

This section shows a list of all lead sources available in the CRM.

• Source Name– The platform or place from where the lead came(e.g.,Instagram, Facebook, Website, WhatsApp, Google, LinkedIn)
• Action– Shows whether the source is a system default or user-created

2. Add Source Button

Located at thetop-right cornerof the screen.User must clickAdd Source to create a new lead source.

Screen- Add Source