Leads Setup

In this setup the Admin configures the following options:

  1. If the Marketing module is used. the placement of the Lead tab. Leads tab can be included in the Sales or Marketing module.  See the images below.

leadsales

Fig 1: Leads tab in the Sales module

leadmkt

Fig 2: Leads tab in the Sales module

   2. Field to display in a Lead Widget. Choose from Source, Stage, Priority.

leadwidget

Fig 3: Lead Widget with Lead Stage

3. Mandatory Qualifying Interaction when Closing Lead or Qualifying into an IBO.   Users will be forced to create an Interaction when changing Lead Status into Closed or converting the Lead into an IBO.

More in the Lead Qualification here.

4. Custom Fields and Custom Form Layout

5. Imports