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Lead Type Settings - Categories

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a month ago

Overview

The Lead Sources – List screen provides a centralized view of all your lead sources within LeadExec. This powerful interface allows you to customize your display, filter sources by status, and quickly locate specific entries, giving you complete control over how you view and manage your lead acquisition channels.

How to access lead type categories:

  1. Settings (Top right)

  2. Categories (Bottom left sidebar)

  3. +New (or Open on a selected Lead Type)

When pressing +New you will be given the option to select an existing Lead Type (check here for creating a lead type) and a caption. Once filled in, press Save.

Best Practices

  • Create saved views for different team members’ needs

  • Regularly review inactive/closed sources for cleanup

  • Use column customization to highlight your most important metrics

  • Combine search and filters for efficient source management

Troubleshooting

If you can’t find a specific lead source:

  • Verify you haven’t applied conflicting filters

  • Check your column selections aren’t hiding key information

  • Ensure you have proper permissions to view all sources


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