Settings
| S.No | Settings Name | Description |
|---|---|---|
| 1 | Category | Lead category means the category in which you are entering a lead, such as when you make a direct call to a client and categorize it as a direct call. Whenever you make a new lead entry, you will select the appropriate category, such as direct call, and proceed with the entry. Similarly, whenever you enter a new lead, whatever category you select will be referred to as the lead category. Enter category names separated by comma |
| 2 | Default Lead Product | When a company contacts a new customer, they will enter the information into the lead management system. During this entry process, there is an option to select the product name (the item being sold) from a dropdown menu. The term "Default Lead Product" refers to the situation where a product is pre-selected in the dropdown menu. This pre-selected product name will remain displayed until another product is selected. Example: website, Student Management System, sales management system |
| 3 | Default Lead Contact Mode | If a company contacts a new customer, we will create an entry to indicate the method of communication (e.g., phone call, email, direct visit, WhatsApp, etc.). Example: Call, Email, Direct Visit, WhatsApp, Other |
| 4 | Progress | Indicates the method of communication used with the client. Select from dropdown: Example: Call, Email, Direct Visit, WhatsApp, Other |
| 5 | Standard Reponses | "Standard Responses" are predefined/template replies used for inquiries or feedback to ensure consistency and save time. Example entries: Client Not Interested, Call Back, Existing Client (comma separated) |
| 6 | Lead Reference | Used to mention the person who referred the client. Example: Rajesh referred you to the school principal — enter 'Rajesh'. |
| 7 | Lead Pre Notification Days | Refers to the number of days in advance a lead should be notified before a scheduled event or activity. Helps boost engagement and planning. |
| 8 | Columns in Lead Report | Select the column names you want displayed in the lead report. |
| 9 | Lead Thanksgiving SMS | Select Yes/No to confirm whether a Welcome SMS should be sent after a new lead entry. |
| 10 | Thanksgiving SMS Template ID | Template ID of the lead thanksgiving SMS to be sent. |
| 11 | Thanksgiving SMS Template | Template/Content of the lead thanksgiving SMS to be sent. |
| 12 | Lead Followup Reminder SMS | Select Yes/No if a follow-up reminder SMS should be sent to the person handling the lead. |
| 13 | Lead Followup SMS Template ID | Template ID of the lead reminder SMS to be sent. |
| 14 | Lead Assignment SMS | Select Yes/No if an assignment SMS should be sent to the person assigned the lead. |
| 15 | Lead Assignment SMS Template | Template/Content of the lead assignment SMS to be sent. |