How to create a Document Category?

Steps:

  1. Go to Leads > Masters > Lead Document Category
  2. Click Add New
  3. Enter the Name and Description of the document category
  4. Click Submit

This allows you to organize lead-related documents under relevant categories for better management.

Note: To create a list for the Document Category, follow the below steps:

Steps: 

  1. Leads > Masters > Masters > > Master Table > Lead Document Category 
  2. Click Create on the top right of the corner. 
  3. Enter the name , and add a description
  4. Click Create.