<div class="callout">Before using&nbsp;<strong>Leads</strong>&nbsp;in BrewMan, you will first need to configure your&nbsp;<strong>Settings</strong>.&nbsp;</div><h4><strong>Lead Loss Reason</strong></h4><div class="callout">Go to&nbsp;Administration&nbsp;→&nbsp;Settings&nbsp;→&nbsp;Tasks and Leads&nbsp;→&nbsp;Lead Loss Reasons.</div><p>Lead Loss Reasons allow you to tell BrewMan the reason where/why a lead has been lost. You will have the option to add further notes when marking the&nbsp;<strong>Lead</strong>&nbsp;as Lost.</p><p>Click&nbsp;<strong>Create Loss Reason</strong>&nbsp;in the bottom right and add as many different reasons as you wish.</p><p></p><div class="callout">Next, go to&nbsp;<strong>Administration</strong>&nbsp;→&nbsp;<strong>Settings</strong>&nbsp;→&nbsp;<strong>Tasks and Leads</strong>&nbsp;→&nbsp;<strong>Lead Source</strong>.</div><h4><strong>Lead Sources</strong></h4><p>Lead Sources will allow you to see where your&nbsp;<strong>Leads</strong>&nbsp;are coming from. This can help you evaluate the success of your sales and marketing efforts.</p><p>Click&nbsp;<strong>Create Lead Source</strong>&nbsp;in the bottom right and add all of your sales avenues.&nbsp;</p><p></p><div class="callout">Now, go to&nbsp;Administration&nbsp;→&nbsp;Settings&nbsp;→&nbsp;Tasks and Leads&nbsp;→&nbsp;Lead Pipeline Stages.</div><h4><strong>Lead Pipeline Stages</strong></h4><p>Lead Pipeline Stages&nbsp;will allow you to name the stages in your sales pipeline to match your sales processes. The order of the list will dictate the order of the Stages with the top lane on the list being the furthest left lane.</p><p>Click&nbsp;<strong>Create Pipeline Stage</strong>&nbsp;in the bottom right corner of the screen and enter the pipeline stages you wish to create.</p><p></p><div class="callout">Click&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://features.premiersystems.com/admin/kb/a/how-to-leads-leads-pipeline/en"><strong>here</strong></a>&nbsp;to go to the&nbsp;<strong>Leads</strong>&nbsp;&amp;&nbsp;<strong>Leads Pipeline</strong>&nbsp;help guide to find out how to use them.</div>

 in BrewMan, you will first need to configure your 

Go to Administration → Settings → Tasks and Leads → Lead Loss Reasons.

Lead Loss Reasons allow you to tell BrewMan the reason where/why a lead has been lost. You will have the option to add further notes when marking the 

 in the bottom right and add as many different reasons as you wish.

Lead Sources will allow you to see where your 

 are coming from. This can help you evaluate the success of your sales and marketing efforts.

 in the bottom right and add all of your sales avenues. 

Now, go to Administration → Settings → Tasks and Leads → Lead Pipeline Stages.

Lead Pipeline Stages will allow you to name the stages in your sales pipeline to match your sales processes. The order of the list will dictate the order of the Stages with the top lane on the list being the furthest left lane.

 in the bottom right corner of the screen and enter the pipeline stages you wish to create.

 help guide to find out how to use them.

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How To: Lead Settings