CRM Lists

A Lead Source defines how a lead was originated, such as from a phone call, website form, social media ad, or a referral. It helps your team track the effectiveness of different marketing and communication channels. To access lead sources page:

1. Expand CRM section from sidebar.
2. Click on CRM Lists.
3. Once the page loads, ensure that the Lead Sources tab is selected at the top (it is selected by default).

How to Create a New Lead Source

1. Click on the + Lead Sources button in the top-right corner of the page.
2. This opens a new input window or dialog.
3. Enter a name for the lead source (e.g., "Radio Campaign", "Instagram Ads").
4. Click Save to add the lead source.
5. The new item will now appear in the list and will be available wherever lead sources are selected in the CRM.

How to Edit or Delete a Lead Source

• Hover your mouse over any existing lead source in the list.
• Two action icons will appear on the right side of the item — Edit (pencil) and Delete (trash bin).
• Click the Edit icon to update the name, then click Save.
• Click the Delete icon to remove the lead source (only if it is not system-reserved).

Note: Some sources are labeled System Reserved. These are auto-generated by the system for integrations like Website Leads, India Mart, and Grow with Google. They cannot be edited or deleted.

Activity Types define the kind of interaction or engagement you have with a lead or contact in your CRM system. These include common types like Call, Email, Task, and Appointment. Classifying activities helps in tracking, reporting, and automation based on user interactions.

How to Access Activity Types

1. Go to the sidebar and expand the CRM section.
2. Click on CRM Lists.
3. From the tabs in the top header bar, click on the Activities tab.

How to Add a New Activity Type

1. Click the + Activity button in the top-right corner of the page.
2. A popup titled Add Activity Type will appear.
3. Type the name of the new activity in the Activity Type input box.
4. Click Save to add it to the list.
5. Click Close to cancel without saving.

How to Edit or Delete an Activity Type

• Hover your mouse over an activity type in the list.
• Edit and delete icons will appear on the right side.
• Click the Edit icon to rename the activity type.
• Click the Delete icon to permanently remove the activity (if it’s not system-reserved).

Note: Some entries like None are labeled System Reserved and cannot be edited or deleted. These are essential for fallback/default behaviors in the system.

Usage

Once an activity type is added, it becomes selectable in all CRM areas where activities are created—such as lead follow-ups, tasks, and calendar events. Keeping these types organized improves tracking and reporting efficiency for the entire sales and service team.

Lead Stages (also referred to as Sales Pipelines) represent the lifecycle steps a lead progresses through, from initial contact to final conversion (or loss). These stages help in organizing, tracking, and visualizing where each lead stands in your sales process.

How to Access Lead Stages

1. In the sidebar, go to CRM and click on CRM Lists.
2. Click the Lead Stages tab in the header bar.

How to Add a New Lead Stage

1. Click on the + Lead Stage button in the top-right corner.
2. A form titled Add Lead Stage will appear from the right.
3. Fill in the following inputs:
   • Stage Name: Enter a name like "Attempted", "Negotiation", etc.
   • Position: This determines the left-to-right order in the Kanban view.
   • Header Background: Select the background color for the stage badge.
   • Header Font Color: Choose the font color that appears on the badge.
4. A live Sample preview shows how your color selections will appear.
5. Click Save to add the stage or Close to cancel.

How to Edit or Delete a Stage

• Hover your mouse over any stage entry in the list.
• Click the Edit icon (pencil) to modify name, position, or color.
• Click the Delete icon (trash bin) to remove the stage (if not system reserved).

Note: Some stages like Lost, Won, and Junk are labeled System Reserved. These cannot be renamed or removed, as they are critical to core workflows.

How Colors and Positions Affect the UI

• The badge color shown next to each lead stage in the Grid view reflects the color and text style selected here.
• In the Kanban view, each column header (lead card stage) is colored using the same Header Background and Font Color defined here.
• Lead stages are arranged from left to right based on the Position number entered. Lower numbers appear first.

Special Note

It is not easy to delete a lead stage, so be cautious while creating lead stages:

• A lead stage cannot be deleted once a lead moves into it.
• When a lead is moved to a stage, that stage becomes a permanent part of the lead's history.
• Even if no leads remain in a particular lead stage, it cannot be deleted because it is linked to the historical record of leads.

So, a proper planning is required before you create your sales pipelines.

A referrer is a person who introduces or refers a potential customer (lead) to your dealership. Many dealerships maintain a list of referrers and sometimes offer them commissions or incentives based on successful conversions. Tracking referrers helps in measuring referral performance and maintaining strong external relationships.

How to Access the Referrers List

1. In the sidebar, navigate to CRM → CRM Lists.
2. Click on the Referrers tab in the header bar.
3. You will now see a list of all existing referrers and any notes associated with them.

How to Add a Referrer

1. Click the + Referrer button in the top-right corner of the page.
2. An Add Referrer form will slide open from the right.
3. Enter the Referrer Name (required).
4. Optionally, enter a Note to describe the referrer (e.g., "Local partner" or "Receives commission per lead").
5. Click Save to add the referrer or Close to cancel the operation.

How to Edit or Delete a Referrer

• Hover your mouse over any referrer entry in the list.
• Click the Edit icon (pencil) to modify the name or notes.
• Click the Delete icon (trash bin) to remove the referrer from the list.

Where Referrers Are Used

When entering a new lead in the CRM or during conversion processes, you can assign a referrer to the lead. This helps track how many leads came from each source and determine any incentive payments due.

Deal stages represent the pipeline or progression of a sales deal within your CRM. Each stage helps you understand where a deal currently stands—whether it's new, under review, in paperwork, sold, or lost.

Accessing the Deal Stages Page

1. Go to CRM → CRM Lists from the sidebar.
2. Click the Deal Stages tab in the header bar to view existing stages.

Adding a New Deal Stage

1. Click the + Deal Stage button in the top-right corner.
2. An Add Deal Stage window will appear with the following fields:
   • Deal Stage Name – The name to identify the stage (e.g., Customisation, Paperwork).
   • Position – Numeric order that defines where this stage appears in the sales pipeline. Lower numbers appear first.
   • Consider as Closed Stage – Select Yes if this stage marks a deal as closed (e.g., Sold or Lost).
   • Header Background – Select a background color for the deal card in Kanban view and badge in table view.
   • Header Font Color – Choose the font color to match or contrast with the background.
3. Click Save to add the stage.

Editing or Deleting a Deal Stage

• Hover over any deal stage in the list.
• Click the Edit icon to change stage name, position, color, or status.
• Click the Delete icon to remove a stage (available only for user-added stages).

Color Coding & Positioning

Deal stage badges in the grid view adopt the colors defined here. You can customize these for visual clarity—for example, use green for Sold, red for Lost, and blue for New stages. The Position field helps you sort the stages in your pipeline flow.