How to create a leads module from a template
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.
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
- Log in to the Vymo web app and click the gear icon :octicons-gear-16: in the upper-right corner of the screen.
- In the Module Settings section, click Add Module.
- On the Add Module page, enter the required information. In the Starter Template box, click to select a leads module template.
- At the top right, click Create.
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.