Settings: Leads
- Leads settings and their purpose
- Conversion, assignees, and post-conversion editing
- Kanban sorting and automatic stages
- Automatic creation of Opportunities
- Reassigning Opportunities and Tasks
- Sources, stages, and reasons for loss
- Stage task templates and deadlines
- Lead email integration
- Email data, assignees, and notifications
- Repeat enquiries, attachments, and duplicates
- Fields, permissions, and safe setting changes