help.techoerp

Lead Source

Selling & CRM Updated 2026-10-05 Video Tutorial Available
Lead Source
Video Tutorial Available
Customer Master & Relationship Management
Duration: 09:15 • Level: Beginner
Watch Tutorial
Verified TechoERP Documentation Standard

Lead Source is a channel through which the leads are generated.

It is important to track the source from which you are getting the leads. This will help in measuring effectiveness of various marketing campaigns and allocate the budgets accordingly.

To access the Lead Source list, go to:

Note / Path

Home > Selling > Settings > Lead Source

  • How to Create a Lead Source
  • Go to the Lead Source list, select New.
  • Enter 'Source Name'.
  • Enter 'Details' if you need to elaborate more on the source.

Typical lead sources are contact forms on your website, marketing campaigns, events, references, ads on social media etc.

Screenshot 2023-12-28 at 10.30.48 AM
Screenshot 2023-12-28 at 10.30.48 AM

The system will allow you to maintain a list of various lead sources leveraged by you.

Screenshot 2023-12-28 at 10.35.00 AM
Screenshot 2023-12-28 at 10.35.00 AM

Related Articles