A lead status can be used as your organization sees fit but traditionally is used to easily identify New Leads, from Contacted Leads, to Leads that are Not Ready for Engagement. A lead source is where the lead came from and can be anything from Website, to a Social Media platform, or event.
Lead statuses and sources are accessible organization-wide and can be customized to meet your business needs. If you want to quickly add in a lead status or source, within the Edit Lead Mode view, you can quickly add a new status by selecting the “+” icon located beside the Status or Source drop-down menu. From there you just type in the new data and select the checkmark to add this status or source.
As an organization, you can manage lead statuses and sources as you see fit by navigating to the Setup Menu option located at the bottom of your left navigation menu. From there you can select the Leads section and you can select the Statuses or Sources tab to manage your settings. Within either tab you can Add New Status/Source, you can edit existing, or delete existing. Within either screen, you can also search using the search bar or export the data at any time by selecting the export button and selecting your preferred output format.To watch a video on how to manage your lead statuses and sources within your Enzebra, check out our training videos and course resources here > Core Platform Management | Enzebra (enzebralabs.com).
Once you navigate to this link you will have to register as a user on our platform and select the Enroll Now button to enroll yourself in our FREE training on the Enzebra Core Platform. Once enrolled and registered as a user you can select the Core Platform Management course and select Go To Program to access all of the training available to you!