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How to create a leads module from a template


Anindita Basu    Feedback

A lead is someone who shows interest in your company's product or service and is a potential customer. Details about leads are stored in a leads module. You can have more than one lead module, and configure each module differently. You start with a template that copies over the default configuration for the module.

The language of the template determines the language in which states, lead list columns, productivity metrics, and other information are displayed. For example, when you choose the Lead in Thai template, the text in the web app and phone app are displayed in the Thai language.

Lead_list_column_in_Thai

States_named_in_Thai

Dependencies

Campaigns depend on leads modules. Before you can create a campaign, there must be a leads module to associate the campaign with (see Campaigns).

How To

  1. Log in to the Vymo web app and click the gear icon in the upper-right corner of the screen.
  2. In the Module Settings section, click Add Module.
  3. On the Add Module page, enter the required information. In the Starter Template box, click to select a leads module template.
  4. At the top right, click Create.

Modules_template_list

Results

Your module is created with the following default configuration.

Feature Options enabled by default Can disable defaults? Other options
Dashboards Cover, productivity, list Yes Allocations, downloads, funnel
Create form Name, phone, email, address location, source, notes, follow-up date No Whatever fields you specify
Activities - - Whether enabled, loggable, schedulable
Allocations - - Whatever rule you specify
States New, converted, dropped, first meeting rescheduled, first meeting scheduled, met and docs collected, met and scheduled follow-up, rescheduled follow-up Yes Display name, color, tags, fields. Some fields can't be disabled.
Search Name No Phone, email, address
Tasks Line chat disposition, line chat, email Yes Outgoing call, incoming call, web conference
Permissions Managers can add, update, and edit; leads are assigned automatically to the person creating them Yes More than one manager can add, update, and edit; leads created through the web app are automatically assigned
Import template Name, phone, email, address location, source, notes, follow-up date No Unique identifier, allocation behavior, reactivation behavior, notification settings (email ID and email content). Also, whatever fields you specify.
Export template Code, created date, current state, last update date, and the following fields in the New state: name, phone, email, source, notes, follow-up date Yes Whatever you specify
Phone app views - - Whatever you specify
Tiers Gold, Silver, Bronze Yes Whatever you specify

For detailed configuration options, see Reference: Leads module.

You're now ready to add fields to the module.

Concepts

Modules contain records. Two kinds of modules are available: leads and partners. Both kind of modules have states, allocations, and activities, but a partner module doesn't have workflows. This means, records in a partners module remain in the same state that they were created in, but records in a leads module can move through the several states of a workflow, for example, a New state, an In-process state, or a Dropped state. Both kinds have two display versions: one for the web app and another for the phone app.

See also


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