Steps:
- Go to Leads > Masters > Lead Document Category
- Click Add New
- Enter the Name and Description of the document category
- 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:
- Leads > Masters > Masters > > Master Table > Lead Document Category
- Click Create on the top right of the corner.
- Enter the name , and add a description
- Click Create.