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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.

lead source detail screen

figure 1

#FieldDescription
1CodeLead source code, should be unique and shouldn’t be empty
2Name L1Lead source name language 1, this mandatory field
3Name L2Lead source name language 2
4Short Description L1Brief source description language 1
5Short Description L2Brief source description language 2
6Is ActiveSelect if this source is active or inactive