Add Lead Category

Follow these steps to Add Lead Category in UdyogX.

Stepwise Instructions #

Method 1: At the Time of Adding a Lead #

1. Log into the software.
2. Hover on “Lead” module visible on the left sidebar menu.
3. Click on “Add New” submenu that appears. 
4. In the form that appears to add “Category” click on “Add” button next to Reference Input.
   
5. Enter the Category on the dialog box that appears.
6. Click on ‘Save’ button at the right side of dialog box.
   
7. A confirmation box will appear when the details are saved successfully.

By following these steps, you will successfully Add Lead  Category in the Lead module.

Method 2: From Setting #

… coming soon

Video Guide #