WEBVTT

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Open Leads in Pixie CRM then choose New Lead
Source records where

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an enquiry came from This tutorial adds a source
in the training

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workspace without creating or contacting a lead

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Choose the plus sign beside Source Enter a name
that describes the

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enquiry channel such as Website Enquiry Use a
consistent naming

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approach so your team can select the right source
and review lead

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activity clearly

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Choose the tick icon to save the new source Open
the Source list

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and select Website Enquiry Saving the source adds
a configuration

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option it does not save this otherwise empty lead
form

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Close the empty form reopen New Lead and select
the saved source

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again Website Enquiry is now available for future
leads Continue

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with the dedicated lead-creation tutorial to see
how status source

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and owner work together on a saved enquiry