Overview
The Lead Roles section allows administrators to manage the list of predefined roles that can be assigned to leads within the system. These roles help categorize leads for better organization, assignment, and reporting.
Location in CRM: Admin > Site Setup > System Configuration > Lead Roles
Interface Overview
At the top right of the screen, you’ll find:
Filter – Quickly search and filter the list of existing lead roles.
Add – Create a new lead role.
The main table is organized by the Name column, listing each defined lead role. Each row includes two action buttons:
Edit – Modify the name or details of the lead role.
Delete – Permanently remove the lead role from the system (confirmation required).
How to Add a Lead Role
Click the Add button in the top right corner.
Enter the desired name for the lead role.
Click Save to add it to the list.
How to Edit a Lead Role
Find the role you want to update.
Click Edit next to it.
Make changes and click Save.
How to Delete a Lead Role
Locate the lead role to remove.
Click the Delete icon.
Confirm the deletion in the popup dialogue
⚠️ Important: If the role is currently in use (assigned to one or more leads), the system will not allow deletion. Instead, a notification will appear informing the user that the role cannot be removed.
