Lead Settings

Lead settings allow you to create and edit lead categories and lead templates.

Lead categories are used to group leads for reporting purposes. For example, they could be used to identify the probability of a lead becoming a job: Hot, Warm, Cold, or the type of work this lead relates to: Website, Brochure, Annual accounts, Property maintenance.

A Lead template allows you to identify pre-defined activities that need to be carried out as you progress each lead. Each lead template can specify the activities for a lead relating to a specific type of work. Using pre-defined activities results in each prospect moving through a consistent sales process – leaving nothing to chance.

Working with lead settings

Related Topics Link IconRelated Topics