InsuredMine CRM | Optimize and Grow Your Insurance Agency

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.

 

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.

 

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