Add Lead sources in bulk
Description: It is possible to bulk upload the lead source. Benefit: Lead sources in the portal can be created more quickly, allowing you to save
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lead source
Lead Source Filter In Pipeline
Description – Lead source added to the filter in the pipeline module. Use case – Easier to filter out and view deal card information based
Merge Lead Sources in Pipeline
Description – The feature will let you choose a master lead by merging multiple lead sources with each other. Use Case – Ideal to eliminate
Lead source as a field in the Book of Business and Personal Data Book
Description – The lead source is now displayed in the Book of Business and Personal Data Book. Use case – Easier to track lead source
Add and Edit Sub-Lead source changes
Update – Add a sub-lead source to a Lead Source Use case – Easier to implement and manage lead/sub-lead hierarchy with multiple lead sources.
Filter by Lead Source and Disposition in Contacts and Reports.
In this article you will learn: Lead Source and Disposition Group By option in Reports Lead Source filter in Reports Search tab in Reports
Lead Sources
In this article, you will learn: How to view the Lead Source section? Search, Sort, and Download Lead Sources We are ensuring a better user
