How to define and color code lead sources

It is very easy to create a pre-defined list of lead sources within VanillaSoft and to specify specific colors for display on the salesperson's screen. This ensures data integrity and makes the different lead sources more obvious to salespeople. To set this up:

  1. Login as Admin
  2. Select Project
  3. Go to Field Customization
  4. Go to Lead Source
  5. Create your list of lead sources by typing the lead source in the box and clicking on the blue plus sign
  6. Now you can choose individual colors by clicking on the Color box and choosing the color from the color picker popup that appears
  7. Save
Was this article helpful?

Have more questions? Submit a Ticket