Setting Up Lead Categories

This section describes setting the category for leads.

A lead category helps you to identify the customer's interests and the services they want. You can add a new category from the Categories page and specify a category for the lead.

Adding a new category

To add a new category, do the following;

1. Go to the LeadCenter.AI Store Manager page 
2. Click on Setup 
   The LeadCenter.AI SETUP page is displayed.
3. Go to Leads > Category
   The Lead Categories page is displayed.
4. To add a new category click on   or  
   
   
5. Enter the Name of the Category, choose the Color, Icon and click 
   
   
   The newly added category is displayed on the Lead Categories page.
   

Editing a Category

To edit a category, do the following:

1. Select the category to be edited and click 
   
2. Edit the category and click  , after editing the category page.
   "Category Edited successfully" message will be displayed.

Deleting a Category

To delete a category, do the following:

1. Select the category to be edited and click 
   
   
2. Click Yes to confirm deleting the category 
   "Category Deleted successfully" message will be displayed.