Automated actions in the Leads module
In this article, you will find information on:
- Automatic task when changing leads status
- Automatic opportunity assignment to the lead
- Automatic status change for the lead
Automatic task when changing leads status
The system will generate an automatic task when the lead status is changed. Firstly, you need to create a task template, read the instructions for it here.
Select Setup - Leads - Statuses - New record or edit the already existing records:
Select the task template and save changes:
When changing the lead status:
In the lead's contact card, you will see an automatically generated task based on your task template:
Automatic opportunity assignment to the lead
When creating a new lead, you can enable the option to create an automatic sales opportunity for the lead. Select Setup - Settings - Leads:
At the bottom at the page, you will find an option Automatically create opportunity for new lead - select yes and save changes:
When the setting is enabled, every time you will create a new lead, the system will automatically create an opportunity in the lead's contact card:
Automatic status change for the lead
The leads statuses can be automatically changed when generated a new sales opportunity, sent an email, received a call, etc.
Select Setup - Settings - Leads:
At the bottom of the page, you will see an option to Lock leads statuses - select Yes and save changes:
The leads status will automatically change to:
- Contacted - if you have sent emails to the lead or had a phone call - if you have an email and call synchronisation set up.
- Proposal - when you have a sales opportunity assigned to the lead.