Lead Type - Categories:

These Categories further define what a particular lead is. In the example below, we created Categories for leads in “Mortgage” with the “types” being “Organic”, “Paid”, and “SEO”.

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.

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