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How to Create a Leads Module from a Template



A lead represents a potential customer interested in your company's offerings. The information about these leads is housed in a leads module, which can be configured using templates for ease of setup.


When choosing a template, the language determines the display of elements like states, columns, and metrics. For instance, selecting the "Lead in Thai" template presents content in Thai.


Lead modules are prerequisites for campaigns. Before initializing a campaign, an associated leads module must exist. Refer to the "Campaigns" section for more details.

User Guide

  1. Login: Access the Vymo web app and click the gear icon in the upper-right corner.
  2. Navigate to Module Settings: Select "Add Module".
  3. Add Module Details: Fill in details on the "Add Module" page. Choose a leads module template under "Starter Template".
  4. Starter Template: Begin with a template and modify as needed. Note that both Lead and Partner modules have states, allocations, and activities, but only Lead has a workflow.
  5. Create: Click "Create" located in the top right.


Your newly created module comes with a default configuration:

Feature Options Enabled by Default Can Disable Defaults? Other Options
Dashboards Cover, productivity, list Yes Allocations, downloads, funnel
Create form Basic fields like name, phone No Custom fields
Activities - - Enable, log, schedule options
Allocations - - Custom allocation rules
States Standard states like New Yes Display settings, fields
Search Name No Additional search fields
Tasks Chat and email tasks Yes Calls, conferences
Permissions Basic manager permissions Yes Advanced settings
Import template Basic fields No Unique ID, notifications
Export template Code, dates, basic fields Yes Custom fields
Phone app views - - Custom views
Tiers Gold, Silver, Bronze Yes Custom tiers

For an in-depth look at configuration choices, consult the "Reference: Leads module".

Note: Disabling default fields like Name, Mobile, etc., is not recommended.

Upon creation, you're equipped to append fields to your module.


Modules are repositories for records. Two primary types exist: leads and partners. Both share similarities, but only the leads module supports workflows. This means that records in a partner module remain static, while those in a leads module move through various workflow states (e.g., New, In-process, Dropped). Both types offer dual display versions for web and phone apps.

See also

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