System Settings - Lead Management

Derek Torres
Derek Torres
  • Updated

This article will walk you through setting up your Lead Management in NorthBoundary. This includes creating and managing Lead Source, Lead Category, Lead Rating, and Lead Disqual Archive Reason.

To access your Lead Management settings:

    1. Click the wheel icon on the top right of the page.
      • This will open a System Settings page allowing you to access all sub-menus.
    2. Click the Lead Mgmt button on the Nav Bar.

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