How to Create Sources

Introduction #

Sources in Cosmic CRM allow you to categorize and track where your leads are coming from. This guide will help you create and manage sources in the CRM module.

Prerequisites #

There are no prerequisites for creating sources in Cosmic CRM.

Steps to Create Sources #

1. Login to Cosmic ERP
   • Enter your credentials and click the login button.
2. Navigate to CRM System
   • Once logged in, locate and click on ‘CRM System’ from the main menu.
3. Access CRM System Setup
   • In the CRM module, find and click on ‘CRM System Setup’.
4. Navigate to Sources
   • Within CRM System Setup, click on ‘Sources’.
5. Initiate Source Creation
   • Click on ‘create’ to start creating a new source.
6. Enter Source Details
   • Source Name: Provide a name for the source to reflect its origin, e.g., ‘Website’, ‘Referral’, ‘Social Media’.
7. Save the New Source
   • Click on the ‘create’ button to save the new source.

Conclusion #

Creating sources in Cosmic CRM helps you categorize and track the origin of your leads effectively. Follow these steps to set up customized sources that fit your business needs.