How to Create a Leads Module from a Template

Introduction

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.

Overview

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.

Dependencies

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

Login: Access the Vymo web app and click the gear icon in the upper-right corner.
Navigate to Module Settings: Select "Add Module".
Add Module Details: Fill in details on the "Add Module" page. Choose a leads module template under "Starter Template".
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.
Create: Click "Create" located in the top right.

Results

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.

Concepts

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.