VS CRM
Help Center › Sources

Sources Guide

The Source page provides complete details of all your sources so you can track, manage, and add new sources with ease.

Guide

Overview & Navigation

Follow these steps to open the Sources page in your CRM.

Step-by-Step Instructions

  1. 1. Open your CRM application.
  2. 2. Go to the Dashboard.
  3. 3. Scroll down to see the Sources option.
  4. 4. Click on the Sources option from the dashboard menu.
  5. 5. Your Sources page will open where you can easily view, manage, or add new sources.

What You Can Do

  • View Sources: Browse all existing sources with their key details.
  • Add Source: Quickly create a new source and keep your records up to date.
  • Manage Sources: Edit or delete sources as required.

💡 Pro Tip: Keep Sources Updated

Regularly review and update your sources to ensure all information is accurate. Clean, accurate sources help maintain tidy records and make management easier.