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How to add lead categories

Last post 11-12-2014 12:31 PM by Method_Inderdeep. 1 replies.
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  • 11-12-2014 9:50 AM

    How to add lead categories

    I am wanting to label my leads so I know what products and/or services they are qualified for.  How can I do this?

  • 11-12-2014 12:31 PM In reply to

    Re: How to add lead categories

    Answer

    Hello pookiefeb,

    You can achieve this by using the Tag feature . This will help you to label or categorized the records. Tags are more powerful than a traditional category dropdown field because you can assign multiple tags to the same record.

    You can also achieve this by adding a dropdown field to the screen. In the dropdown field you caadd the list of the product or services, so when you go to New lead screen, you can select the product/service from the dropdown menu. 

    Hope this helps!

    -Inder

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