Leads module settings

List of paragraphs:

• Sources
• Statuses
• Email integration
• Creating a lead from e-mail content
• Other settings
• Lock lead status
• Leads reminders settings
• A setting that allows you to automatically create and assign an Opportunity to a lead

Sources

Field Source helps to identify where the lead came from:

Choose Setup - Leads - Sources - New record 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 record. 

While creating a new status, you can refer a Task template, which will help you automatically create a task for a lead after it's status is changed.

To edit or delete created statuses use Actions:

Email integration

Choose Setup - Leads - Email integration - adding an email box allows the system to automatically create new leads directly from emails – all emails that go to that box will be scanned and leads will be created.

To add an email box click New email box, fill the fields and do not forget to check Active and Only check non opened emails:

You can choose to automatically create and assign an Opportunity after the new lead is created:

You can specify a role to which assigned managers will be automatically marked as responsible persons for new leads on a rotating basis:

Other settings

• Choose sorting and amount of leads visible in Kanban;
• Specify default state and source;
• Responsible person assignment automation;
• Restrict lead editing after conversion to contact.

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;
• Proposal - if lead has assigned opportunity.

Leads reminders settings

Enable sending reminders for responsible users if lead stays too long in his status. 

1. First create the email template for leads responsible person. Go to Setup - Email templates - Leads and select creating a new record.

2. Fill in the needed information for the new template.

3. Then head to Setup - Notifications - Notification settings - New record.

4. Fill the information for the setting, including the status of the lead, period when the reminder will be sent off, the recipient and the email template that will be used, and save changes.

A setting that allows you to automatically create and assign an Opportunity to a lead

Enable this setting by selecting Setup - Settings - Leads. You will see the option Automatically create opportunity for new lead, select Yes and save settings.