Lead Source Documentation

Lead Source Lead Source is used to manage lead source data throughout the system for tracking and categorizing the various channels through which potential clients discover and contact the organization in the lead management module. These sources help standardize and organize lead origin tracking, providing valuable insights for marketing effectiveness and lead generation analysis systematically across the platform.

Accessing Lead Source

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side.
2. Under the Lead Management section, click on Lead Source

Navigating to Lead Source in Settings

Managing Existing Lead Sources The Lead Source page displays all lead sources in a table with:

• Lead source name (English and Arabic)
• Status
• Edit action button

You can:

• Add new lead sources by clicking the Add New button in the top right corner
• Search across all columns to find specific lead sources
• Edit a lead source by clicking the edit button in the action column
• Change status by editing and updating the active toggle

Existing Lead Sources Grid View

Adding a New Lead Source

1. On the Lead Source page, click the Add New button in the top right corner
2. In the form, enter:
   • Lead Source (English): Enter the lead source name in English
   • Lead Source (Arabic): Enter the lead source name in Arabic
   • Active: Toggle button set to "Active" (default) or "Inactive"
3. Click Submit to create the new lead source

Adding a new Lead Source