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Configuring Leads

The Lead Configuration Document lets you add/delete/view Lead Ratings and Lead Statuses. Also see Working with Leads.

How to create a new Lead Rating

  1. From the Explorer click SetupConfiguration.
  2. From the pane on the right, select the green ‘Lead‘.
  3. The document titled ‘Lead Configuration’ will open (shown below).

Configuring Lead Ratings

Configuring Lead Ratings

  1. To create a new lead rating click on ‘New Lead Rating‘.
  2. Fill in the relevant information – Rating name, description and score. (shown below)
  3. Click ‘Save‘;

A new Lead Rating

A new Lead Rating

The new Rating will now be available in the ‘Lead Rating’ drop-down when creating a new Lead.

How to create a new Lead Status

  1. From the Explorer click SetupConfiguration.
  2. From the pane on the right, select the green ‘Lead‘.
  3. The document titled ‘Lead Configuration’ will open (shown below).

new lead status

  1. To create a new lead status click on ‘New Lead Status‘.
  2. Fill in the relevant information – Status name and description. (shown above)
  3. Click ‘Save‘.

Also Read About


Working with Leads