Your sales office may require you to work or report on leads by certain criteria. With IRIS CRM, you can make this task easier by grouping and segmenting your leads with two powerful tools: Lead Campaigns and Lead Sources.
You can add a Campaign or Source to your leads upon importing them to the system, or while creating a new lead in IRIS CRM:
For more information on how to create a new lead campaign please see our Manage Lead Campaigns article.
For more information on how to add a new lead source please see our Manage Lead Sources article.