Reference: Leads module
These settings apply to only the leads modules. For global settings, see Global settings.
General settings
- Whether one manager or more than one manager can add, edit, and update records
- Whether the a record is automatically assigned to the person creating it
- Whether records uploaded through the web dashboard are automatically assigned to people
- Whether reassigning a record is possible
Module appearance
| Option | Mandatory | Default values | Configurable | Dependencies |
|---|---|---|---|---|
| Name | Yes | nil | Yes | - |
| Code | Yes | autogenerated lowercase value of name | No | - |
Phone app appearance
| Option | Mandatory | Default values | Configurable | Dependencies |
|---|---|---|---|---|
| Plus button menu option | No | Name | Yes | - |
| Hello card name | Yes | Name | Yes | - |
| List view | No | nil | Yes, upto 3 | The fields must exist. If they don't, create them at Global Settings > Field management |
| Calendar view | No | nil | Yes, upto 3 | The fields must exist. If they don't, create them at Global Settings > Field management |
Web app appearance
| Option | Mandatory | Default values | Configurable | Dependencies |
|---|---|---|---|---|
| Type | Yes | cover, productivity, allocations, leads, downloads, funnel | No | - |
| Name | Yes | Cover, Productivity, Allocations, <module_name> List, Downloads, Funnel |
Yes | - |
| Code | Yes | cover, productivity, allocations, leads, downloads, funnel | No | - |
| Enable or disable | No | - | Yes | - |
| Display order | No | - | Yes | - |
| Roles | No | nil | Yes | The roles must exist. If they don't, create them at Global Settings > Role. |
Locale settings
The values in these fields aren't validated against each other. So, for example, currency can be Indian Rupee (₹) and the currency ISO can be Iraqi Dinar (IQD).
Also, the locale settings at the global level are overridden by these module-level settings.
| Option | Mandatory | Default values | Configurable | Dependencies |
|---|---|---|---|---|
| Locale | No | English (India) | Yes | - |
| Country | No | India | Yes | - |
| Timezone | Yes | Asia/Kolkata (GMT+5:30) | Yes | - |
| Currency | Yes | Indian Rupee (₹) | Yes | - |
| Currency ISO | Yes | Indian Rupee (INR) | Yes | - |
| Quantity | Yes | KLC | Yes. Must be either KLC (thousand, lac, crore) or KMB (thousand, million, billion) | - |
| Country calling code | Yes | 91 | Yes | - |
Task settings
| Option | Mandatory | Possible values | Configurable | Dependencies |
|---|---|---|---|---|
| Enable or disable | No | Enabled | - | - |
| Roles | No | - | Yes | The roles must exist. If they don't, create them at Global Settings > Role. |
| Type | Yes | meeting, outgoing call, incoming call, reminder, web conference, line chat disposition, line chat, email | Yes | - |
| Actions | No | Reschedule, edit, cancel, complete | Yes | - |
| Assignees | No | Self, manager, peers, direct reports, subordinates, super managers | - | The reporting structure must exist. |
| Participants | No | Self, manager, peers, direct reports, subordinates, super managers | - | The reporting structure must exist. |
| Fields | No | - | Yes | The fields must exist. If they don't, create them at Global Settings > Field management |
Activities for the module must be enabled at Module Settings > Activity Enablement.
Allocation settings
Prerequisite: The metrics to use must exist. If they don't, create them at Global Settings > JSON Configurations > fields.
Call handling
Prerequisite: The fields to use must exist. If they don't, create them at Global Settings > Field management.
Search settings
Prerequisite: The fields to use must exist. If they don't, create them at Global Settings > Field management. The following filters are available: Name, phone numbers, email IDs, and addresses.
Data import
| Option | Mandatory | Prerequisites | Postrequisites |
|---|---|---|---|
| Unique identifier | Yes | The field must be present in the New state of the lead. | - |
| Send for auto allocation | No | - | Define the allocation rules at Customize > Module Settings > Allocation Settings before you upload a file. |
| Send it for manual upload under the person who uploads the record | No | - | The user list must exist. |
| Record visibility | No, despite that asterisk | The user list must exist. The field must exist in the New state of the lead. | - |
States configuration
| Option | Mandatory | Default values | Configurable | Dependencies |
|---|---|---|---|---|
| Name | Yes | nil | Yes | - |
| Code | Yes | autogenerated lowercase value of name | No | - |
| Color | No | nil | Yes, HTML hex code | - |
| Tags | No | nil | Yes, pick one of call_states, non_active_states, check_in_states, won_states, user_engagement_states, rescheduled_states, lost_states, unmet_open_states, ignore_states, met_states, assigned_states, new_states, unmet_lost_states, non_state_update_states | - |
| Input fields | No | nil | Yes, pick a field | The field must exist |