CRM masters

The CRM Master Tables page holds the two lists that leads choose from: the lead sources, where a lead came from, and the lead stages, the statuses a lead moves through until you win or lose it. Set them up before your team starts recording leads.

To open it, select Admin > Masters > CRM.

The page has two tabs, Lead Sources and Lead Stages. It opens on Lead Sources.

Lead Sources

The Lead Sources tab lists the sources, for example a website, a trade fair or a referral, in the order the lists of the Leads and Lead pages show them. Found gives how many there are.

Column	Shows
Source Name	The source.
Remarks	Any remarks.
Channel	The kind of channel: Digital, Referral, Event, Network, Outbound or Other.
Active	A green tick for an active source, a red dash for an inactive one.
Lead Count	How many leads have this source.

To change the order, drag a source by its arrows icon (Re-Order) to its new place. TrakIT saves the new order when you drop it.

Only active sources are offered when you create or change a lead, and in the Source filter of the Leads page. Leads that already have an inactive source keep it, but when you change such a lead, you must choose an active source.

Add or modify a lead source

1. Select Add Lead Source, below the list. To change a source, select the pencil icon (Edit Lead Source) at the end of its row instead.
2. In Add Lead Source or Modify Lead Source, fill in the fields below.
3. Select Save.

Field	What to enter
Source Name:	The source, up to 100 characters. Required.
Remarks:	Optional, up to 200 characters.
Channel Type:	Digital, Referral, Event, Network, Outbound or Other. A new source starts with Other.
Active:	Ticked for a new source. Clear it to stop offering the source for leads.

A new source goes to the end of the list. TrakIT says Lead Source saved successfully.

To delete a source, open Modify Lead Source and select the cross (Delete) at the bottom left. TrakIT deletes it at once, without asking you to confirm. A source that leads have can’t be deleted: TrakIT says, for example, Cannot delete: this source is used by 4 lead(s). Clear Active instead.

Message	What to do
Source Name is required	Enter the Source Name:.
Source Name cannot exceed 100 characters or Remarks cannot exceed 200 characters	Shorten the text.

Lead Stages

The Lead Stages tab lists the statuses a lead can have, for example New, Qualified, Proposal Sent, Won and Lost, in the order the lists of the Leads and Lead pages show them. Found gives how many there are.

Column	Shows
Status Name	The status.
Type	Open, Won or Lost.
Color	The status’s colour. Leads show their status in it.
Active	A green tick for an active status, a red dash for an inactive one.

The type decides what a status means. A lead whose status is of the type Won can be converted into an entity. See Change the status.

To change the order, drag a status by its arrows icon (Re-Order) to its new place. TrakIT saves the new order when you drop it.

Only active statuses are offered when you create a lead or change its status, and in the Status filter of the Leads page. Leads that already have an inactive status keep it.

Add or modify a lead status

1. Select Add Lead Status, below the list. To change a status, select the pencil icon (Edit Lead Status) at the end of its row instead.
2. In Add Lead Status or Modify Lead Status, fill in the fields below.
3. Select Save.

Field	What to enter
Status Name:	The status, up to 100 characters. Required.
Type:	Open, Won or Lost. A new status starts with Open.
Color:	Pick a colour. TrakIT lightens a colour that is too dark, so that the status name stays readable on it.
Active:	Ticked for a new status. Clear it to stop offering the status for leads.

A new status goes to the end of the list. TrakIT says Lead Status saved successfully.

To delete a status, open Modify Lead Status and select the cross (Delete) at the bottom left. TrakIT deletes it at once, without asking you to confirm. A status that leads have can’t be deleted: TrakIT says, for example, Cannot delete: status is assigned to 4 lead(s). Clear Active instead.

Message	What to do
Status Name is required	Enter the Status Name:.
Status Name cannot exceed 100 characters	Shorten the name.

Who can use this page

Only system administrators can add, modify, reorder and delete lead sources and lead stages. Other users who open the page see the lists without these controls.