# CRM Lists Url: https://dealersip.com/KnowledgeBase/CRM/CRM-Lists-49873/ Last updated: 2026-09-22 Section: CRM > CRM Lists To open CRM Lists, go to the **CRM** section in the sidebar and click on **CRM Lists**. This section provides access to system-wide master lists used for managing and classifying CRM-related data such as leads, activities, referrers, and deals. ## Managing List Items All lists in this module follow the same structure and behavior: - To **add** a new item, click on the **+ button** in the top-right corner corresponding to the list (e.g., "+ Lead Sources"). - To **edit** or **delete** an item, **hover the mouse pointer** over the list item. Action icons (edit and delete) will appear on the right side of the row. - Items marked as **"System Reserved"** are protected and cannot be modified or deleted. These are essential for built-in integrations (e.g., Website Lead, India Mart). ## Best Practices - Keep list names short but descriptive - Avoid deleting list items that are already in use within existing leads or deals - Use system-reserved items for automated lead capture channels and integrations The CRM Lists module ensures consistency and customization across all CRM workflows. Changes made here reflect instantly throughout all linked features and modules. ## Lead Sources 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 **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 or Sales Pipelines **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. ### Stage Name A lead stage identifies the current phase of a lead within the sales process. Enter a descriptive name that best represents the lead’s status, such as ‘Prospecting’, ‘Negotiation’, or ‘Closed’. This label helps in tracking the lead’s journey and aligning sales strategies accordingly.” ### Position Position determines the sequential stage of a lead within the sales cycle. Enter a number to specify the lead’s progression stage, with lower numbers indicating earlier stages and higher numbers indicating a lead closer to conversion ## Lead Referrers 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 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.