Majors and minors are labels that you can assign to members and leads to help track lead generation. For more information, see Adding a major and minor category.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To assign a major and minor to a lead
Select Leads in the top menu.
Locate the lead in the grid and click the lead's name. The Lead Essentials window appears.
NOTE: If you have not added the lead yet, see Adding a lead.
Click the Edit button.
In the Lead Source Major field in the Status & Source section, enter the major name or click the Additional Options button to select it from the list of majors.
In the Lead Source Minor field in the Status & Source section, enter the minor name or click the Additional Options button to select it from the list of minors.
NOTE: The minor you select is associated with the major you selected in the Lead Source Major field. For more information, see Adding a major and minor category.
Click Save.