Envision Cloud User Guide

Lead Source Categories

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Lead Source Categories

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Lead Source Categories

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The Lead Source Category List is used to create groups of client lead sources, or how a client (or potential client) heard about your business.

 

To enter the Lead Source Category List, hover over Client in the Tool Bar of Envision Cloud, hover over Client Options, and select Lead Source Category from the drop down menu.

 

LeadSourceCategoryList