How do I View Sales Lead by Sources?

Updated on October 27, 2015 03:18AM by Admin

Leads by Source

A lead source describes where the sales lead originated From. This helps employees determine how to properly interact with the lead, and also helps managers identify which lead sources produce the most sales. The lead sources are cold call, word of mouth, campaign, email, Etc.

From here you can perform the bulk actions such as change the leads assignee, change the territory, change the estimates close date, change the lead status, send emails, add to target list, Export the leads list of a particular status into an excel sheet and delete.

Steps to view Leads by Source

  1. Log in and access Leads App from your Universal Navigation menu bar. 
  2. Select "Lists" drop down and then Click on “By Source” from left navigation panel.
    Lead by Source
  3. The menu will expand to show a list. For instance: All
  4. You can view all leads in the dashboard.

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