Create or edit a lead category

Create a lead category

To create a  lead category Lead categories are used to group leads for reporting purposes. For example, they could be used to identify the probability of a lead becoming a job: Hot, Warm, Cold, or the type of work this lead relates to: Website, Brochure, Annual accounts, Property maintenance. :

1. In the Business menu, select Settings > Lead Settings.
2. On the Lead Category tab, select + Add Lead Category.
3. On the New Lead Category screen, provide the following information.
4. Save your changes.

Edit lead category

To edit a lead category:

1. In the Business menu, select Settings > Lead Settings.
2. On the Lead Category tab, select name of the lead category you wish to edit.
3. On the New Lead category screen, provide the following information.
4. Save your changes.

Data fields reference

Field	Description
Name	The name of the new lead category. This name will appear in the Category drop-down list when you are creating a new lead. Type in a suitable name.
Color	The colour that will be used to display this category of leads in the leads Dashboard. Do one of the following: Click on the Color field to display the colour picker to select a colour for leads in this category. Once you have selected a colour, the RGB value of that colour is displayed in the Color field and the field is filled with the selected colour. Type in the (six-character) RGB value of the colour you wish to use.