How to Add and Manage the Lead Source?

How to Add and Manage the Lead Source?

To Add and Manage the Lead Source, follow the steps given below:

PATH - 1

NOTE: THE BELOW STEPS ARE APPLICABLE FOR ORGANISATION LEVEL USERS ONLY.

Step 1:
         To Add and Manage the Lead Source, go to the ERP on the modules palette, select the Admissions module
         and then select the Manage Leads under the Call Center menu.
                                     (ERP-->Admissions-->Call Center-->Manage Leads)

Step 2:
         Click on Add Lead option. Select the Lead Source option.To add the Lead Source click on Add option.
         Give the Source name and then click on add.

Step 3:
         To Edit the lead source, select the source accordingly and then click on the Edit option against the
         selected source. Select          boxes accordingly and then click on Update option.

Step 4:
         To Delete the lead source, select the source accordingly and then click on the Delete option against
         the selected source. Are you sure to delete pop up will appear. Click Yes to delete.


PATH - 2

NOTE: THE BELOW STEPS ARE APPLICABLE FOR BRANCH LEVEL USERS ONLY.

Step 1:
         To Add and Manage the Lead Source, go to the ERP on the modules palette, select the Admissions module
         and then select the Manage Leads under the Manage Leads menu.
                                     (ERP-->Admissions-->Manage Leads-->Manage Leads)

Step 2:
         Click on Add Lead option. Select the Lead Source option.To add the Lead Source click on Add option.
         Give the Source name and then click on add.

Step 3:
         To Edit the lead source, select the source accordingly and then click on the Edit option against the
         selected source. Select          boxes accordingly and then click on Update option.

Step 4:
         To Delete the lead source, select the source accordingly and then click on the Delete option against
         the selected source. Are you sure to delete pop up will appear. Click Yes to delete.
        

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