Managing Lead Settings

UpdatedOctober 25, 2023

1. To update your lead settings on Elotree, click on Settings on the left sidebar menu.

2. Click on “Lead Settings” from the list of settings displayed on the left side of the screen.

3. The “Lead Source” page opens up, and displays a list of current lead sources.

4. To modify a lead source, click the “Edit” button next to the lead source.

5. To add a new lead source, click the “Add New Lead Source” button at the top of the page.

6. On the pop-up form that follows, fill in the lead source name.

7. Click the “Save” button to create the new lead source.

1. To update lead status settings, click the “Lead Status” tab at the top of the page.

2. A list of current lead statuses is displayed.

3. To edit an existing lead status, click the “Edit” button located next to a lead status.

4. To add a new lead status, click the “Add New Lead Status” button at the top of the page.

5. On the pop-up form that follows, fill in the lead status name, and its label color.

6. Click the “Save” button at the bottom of the pop-up to save the new lead status.

1. To manage your lead agents, click the “Lead Agent” tab at the top of the page.

2. A list of current lead agents is displayed.

3. To add a new lead agent, click the “Add New Lead Agent” button at the top of the page.

4. On the pop-up that follows, select the new lead agent from the “Choose Agents” drop-down menu.

5. Click the “Save” button at the bottom of the pop-up to save the new lead agent.

1. To update lead category settings, click the “Lead Category” tab at the top of the page.

2. A list of current lead categories is displayed.

3. To edit an existing lead category, click the “Edit” button located next to a lead category.

4 To add a new lead category, click the “Add New Lead Category” button at the top of the page.

5. On the pop-up form that follows, fill in the lead category name.

6. Click the “Save” button at the bottom of the pop-up to save the new lead category.