Lead Profile
Lead Profile
In this section, you can add lead profiles. (Ex. Upwork, freelancer).
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Add Lead Profile
Go to Top Panel > Settings > CRM > Lead Profile > Add Lead Profile
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Field Name |
Description |
---|---|
Name *
|
This is the required field and represents the name of the lead Profile. |
Lead Source *
|
This is a required field. Here select Lead Source. |
Platform *
|
This is a required field. Select a platform for the lead profile |
Employee |
In this field, you can select Employee. In this Employee field, you can Select a person, marketing person, or employee |
Link |
This field allows you to add the URL of the lead Profile website or any other relevant online presence. |
Status |
The Status of the lead profile can be set to Active or inactive. Inactive types will not be available for use in the CRM |
Edit Lead Profile
Go to Top Panel > CRM > Lead Profile > Edit Lead
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Delete Lead Profile
Go to Top Panel > CRM > Lead Profile > Delete Lead