Lead Configuration Settings
Before Proceeding to Lead Management, we highly recommend you to configure your Lead Management System. Its easy, quick and one time process, that will help you for smoother activity across the board
Basic Information
| Mandatory | Field | Option | ACTION |
|---|---|---|---|
| Lead Title |
Lead Title
|
Define | |
| Name |
Frist Name
Last Name
|
Define | |
|
Email Address
|
Define | ||
| Mobile No. |
WhatsApp
Country Code
|
Define | |
| Status |
Converted
Recall
|
Define | |
| Customer Profile |
Company Name
|
Define | |
| Company/Organisation | -- | Define | |
| Alternative Contact No. |
Job Title
Customer Profile
|
Define | |
| Assign Lead | -- | Define | |
| Custom Field 1 | -- | Define | |
| Custom Field 2 | -- | Define | |
| Custom Field 3 | -- | Define |
Lead Information
| Mandatory | Field | Option | ACTION |
|---|---|---|---|
| Lead Source |
Google
Facebook
|
Define | |
| Tags |
Frist Name
Last Name
|
Define | |
| Lead Category |
Email Address
|
Define | |
| Lead Priority |
WhatsApp
Country Code
|
Define | |
| Interested Products/Services |
Converted
Recall
|
Define | |
| Referral Name |
Company Name
|
Define | |
| Budget |
Job Title
Customer Profile
|
Define | |
| Lead Capture Date | -- | Define | |
| Custom Field 1 | -- | Define | |
| Custom Field 2 | -- | Define | |
| Custom Field 3 | -- | Define |
Address Information
communication
description