Navigate to the Settings section in OneSuite.
Access Industry, Sources, and Tags: Within the Settings menu, you will see the options for creating industry, sources, and tags. These options are essential for organizing and categorizing leads effectively.
Create New or Make Use of Existing Ones:
Industry: If you have specific industries relevant to your business or leads, you can create new industry categories. Alternatively, you can make use of existing industry options provided by OneSuite.
Sources: Define the sources from which your leads originate. Whether it’s through marketing campaigns, referrals, events, or other channels, creating sources helps track lead acquisition.
Tags: Tags provide additional categorization and organization for leads. Create tags that align with your business processes, such as “Hot Lead,” “Cold Lead,” or “Follow-up Required.”
Save Your Settings: Once you’ve created or selected industry, sources, and tags that align with your requirements, be sure to save your settings. This ensures that your customizations are applied and ready for use in lead management.
By utilizing OneSuite’s industry, source, and tag functionalities, you can transform your lead management into a well-organized system, allowing you to focus on nurturing leads and converting them into valuable clients.
