Lead Settings
Manage the building blocks of every lead: sources, statuses, purposes, WhatsApp templates and custom fields. The left panel inside Lead Settings switches between the five sub-sections.
Lead Sources — the list
Lead Sources record where leads come from. Open the sub-section to see the current list.
Add a source
Click + Add Source to open the create dialog.
Name it
Type the source name, e.g. YouTube Ads.
Saved
Click Create — a success toast confirms it.
In the list
The new source now appears and can be assigned to leads.
Lead Statuses
Lead Statuses are the stages a lead moves through. Switch to this sub-section from the left panel.
Add a status
Click + Add Status.
Configure it
Set the name, a colour (so it stands out on cards), and the stage it belongs to.
Saved
Click Create — the status joins the list.
Lead Purposes
Purposes capture why a lead is interested.
Add a purpose
Click + Add Purpose.
Name it
Enter the purpose, e.g. Enterprise Evaluation.
Saved
Click Create.
WhatsApp Templates
Pre-written WhatsApp messages agents can send in one tap.
Add a template
Click + Add Template.
Write the message
Give the template a name and message body.
Saved
Click Create.
Custom Fields
Capture extra information on every lead beyond the built-in fields.
Add a field
Click + Add Field.
Define it
Set the field name and type (Text, Number, Dropdown, Date…).
Saved
Click Create — the field now appears on lead forms.
