# How To: Lead Settings

_By Brandon Munn · Dec 2, 2024_

Before using **Leads** in BrewMan, you will first need to configure your **Settings**. 

#### **Lead Loss Reason**

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 **Lead** as Lost.

Click **Create Loss Reason** in the bottom right and add as many different reasons as you wish.

Next, go to **Administration** → **Settings** → **Tasks and Leads** → **Lead Source**.

#### **Lead Sources**

Lead Sources will allow you to see where your **Leads** are coming from. This can help you evaluate the success of your sales and marketing efforts.

Click **Create Lead Source** 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**

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.

Click **Create Pipeline Stage** in the bottom right corner of the screen and enter the pipeline stages you wish to create.

Click [**here**](https://features.premiersystems.com/admin/kb/a/how-to-leads-leads-pipeline/en) to go to the **Leads** & **Leads Pipeline** help guide to find out how to use them.

[View this article on the web](https://premier-systems-ltd.featureos.help/en/articles/how-to-lead-settings)