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Reference: Leads module


Anindita Basu    Feedback

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

See also


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