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.

Process:

• Navigate to Pipeline
• Now click on the Actions icon in the top-right corner and choose Lead Source.

• Choose the lead source to view the option to add a sub-lead.

• The sub-lead source added will be listed under the lead source. You may click additional settings and add, edit or remove the sub-lead source.

Note – The lead source information will be available in Contacts, Deal cards, and creating automation under a Pipeline.