How To Create A Lead Source in FranchiseSoft?

Nov 10,2022 By

1. Click Admin on the main navigation and select Master Data.
2. Click on Lead Sources.
3. To add a new lead source, click Add New. in the upper right-hand corner.

Franchise Sales Leads

4. Choose a Lead Source Category from the select box.
5. Enter a name for this Lead Source.
6. Choose which users will have access to this lead source by selecting them from the left-hand window and clicking on them or clicking select all at the bottom.
7. Click submit to save this new lead source.

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