Step 8: Changing your lead type

You remember how in your lead table, there were several tabs at the top? All leads, competitors, customers, partners, suppliers…etc.

To change any leads on your grid, follow the same process as Assign a lead. Then, in the ‘Select Lead Type’ menu, select which category the lead falls into.

If the categories in GatorLeads don’t cover every category you need, you can also create custom lead types or categories. You can create 3 of your own. To do this, go to Admin – System Admin – Lead Types.

You’ll be redirected to a page that looks like this: