Leads module settings

List of paragraphs:

Sources

Field Source helps to identify where the lead came from:

Choose Setup -> Leads -> Sources -> New source to add  more values.

To modify or delete value, use Actions menu:

Statuses

Indicate Status when entering new lead:

To add more Lead Status values, select Setup -> Leads -> Statuses -> New lead status.

Delete or adjust Status values by using Actions menu:

Email integration

Choose Setup -> Leads -> Email integration to add email box – all the letters that go that box will automatically create as leads in the system.

While adding the box, do not forget to press Active:

Other settings

More settings for Leads module can be found:  Setup -> Settings -> Leads.

You can limit leads kan ban rows, choose default status and source, auto assign admin to customer after convert, sort leads in kan ban or prohibit editing lead after it was converted. 

Lock lead status

In order to enable automatic lead status change, select Setup > Settings > Leads and mark Lock lead status.

Lead status will change automatically to:

  • Has been contacted - if email synchronization or telephony is enabled and lead has been contacted by phone or email;
  • Offer submitted - if lead has assigned opportunity.

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