Sources

To access this feature, open your CRM Dashboard and click on Sources. The Sources page will open.

Step 1

In this, you can easily see the Sources of your CRM.
Step 2

If you want to add a source according to your needs, you can easily Add Source with the help of the Add button.
Step 3

If you want to edit any source, simply do it with the help of the Edit button.
Step 4

If you want to delete any source, you can do it with the help of the Delete button.

💡 Pro Tip: Track Sources Effectively

Ensure accurate tracking of your lead sources to better evaluate marketing efforts and optimize resource allocation.