Client Options
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      3. Client Options

      Lead Source Categories

      How to add a Lead Source Category

      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, hover over Client Options, and select Lead Source Category from the drop down menu.

      Client > Client Options > Lead Source Category List

      lead source list-1

      Add a New Lead Source Category

      Click the plus sign, Add a Category in the Category Options list. Type in your desired category name, then click Save.

      add a new lead source