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Learn how you can configure Leads Categories

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What are Leads  Categories?

 Categories are used to categorize a lead according to its type.

Creating, Editing & Deleting Validations & Restrictions

ActionRestrictionsAdditional Information
General  Delete
  • Multiple Lead categories can exist in the system but each one should have a unique name and alternative code
  • Not Applicable
Delete
  • Lead categories cannot be deleted if they are already used by Leads which are still not completed or if they are included in the list of allowed categories in one of the available Lead types.
  • Deleted Leads categories are still visible on Leads which were created using those categories.

 

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Configuring Categories - Global
Configuring Categories - Global

 

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