Lead Source
2. CRM
2.1 Lead Source
Identify the source of the potential customer is an important feature in CRM management. So Ozosoft ERP make you able to define leads sources and know every lead source. User can add/delete and edit lead source from this screen as shown in figure 1.
figure 1
| # | Field | Description |
|---|---|---|
| 1 | Code | Lead source code, should be unique and shouldn’t be empty |
| 2 | Name L1 | Lead source name language 1, this mandatory field |
| 3 | Name L2 | Lead source name language 2 |
| 4 | Short Description L1 | Brief source description language 1 |
| 5 | Short Description L2 | Brief source description language 2 |
| 6 | Is Active | Select if this source is active or inactive |