Manage Items

How to Delete Source with Lead in Tenacious Sales - CRM?

Once we create account with tenacious sales, we add lead to our account. To know the source of the lead we have to mention the source of particular lead. We can add source of the lead so for every lead we can simply select source from the list. If lead is added for particular lead source admin or salesperson have first delete lead from All leads & Unscheduled leads added for particular lead source.

Follow below steps to delete source with lead:

  • Login to tenacious sales account as an admin or salesperson
  • Go to Manage Item
  • Go to Lead Source
  • List of source will be display
  • Click on View Lead for particular source
  • Select Lead from All leads & Unscheduled leads
  • Click on Delete
  • Go back to particular source
  • Click on Delete for particular source

Selected lead source will be deleted from the list. Admin or salesperson can add same lead source again if needed.

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