You can define your own set of Lead Category labels, which decide the next course of action for specific Leads.

To add a new Category, enter a Name and click Add on the Lead Category home page.

CRM-Settings-Lead Category-CREST ERP

You can delete a Category by clicking the link against it. If you want to rename a Category, enter the new label and click Update against it.

Last modified: May 12, 2021

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