Lead Source/Groups

Lead Source/Groups

In this training, you will learn how to add lead source and groups. This will help you group your customers and use some features.

  1. Press ' +' icon to add new Lead/Group

Lead_-_1.png

   2. Give a name to the lead or group and set uhe needed features

       - Display order: controls the position of the group in the drop-down list;
       - Discount: option to select a manual discount that will be applied to the customers in group;
       - Default group: making the group the default one for customers;
       - Tax exempt: this will turn off taxes on sales for customers from this group.
       - Move customers to this group: option to move existing customers from one group to a newly created one.


   3. Press ' Save' to proceed.



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