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Find out what configurations should be performed before the CRM.COM Leads module is used |
Learn to set up Leads related business processes and rules.
Mandatory Configuration: Links to manuals of Leads configuration modules that are required for the module to work correctly.
Related Configuration: Links to manuals of configuration modules other than of Leads that offer additional functionality or are required for the module to work correctly.
Optional Configuration: Links to manuals of Leads configuration modules that offer additional functionality but are not required for the module to work correctly.
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The following modules must be configured in order to use the Leads:
| Module Name | Manual | Description |
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Lead Business Definitions | Configuring Lead Definitions | Define the Lead Definition to set the business rules that will be used to create and maintain Leads throughout their Life Cycle. |
| Lead Types | Configuring Lead Types | Configure Lead Types to define the behaviour and nature of the Lead. |
| Lead Statuses | Configuring Lead Statuses | Configure Lead Statuses and map them to a Life Cycle State to define the State of a specific Lead. |
| Lead Categories | Configuring Lead Categories | Configure Lead Categories to categorise a Lead according to its Type. |
| Lead Lost Reasons | Configuring Lead Lost Reasons | Configure Lead Lost Reasons to define the reasons for which a Lead can be lost. |
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The following modules are related to, but are not a part of, Leads. Such entities either:
- Must be configured accordingly in order to be able to start using the Leads module (Configuration Type = Mandatory)
OR - May be configured to use the Leads module at its full capacity (Configuration Type = Optional).
| Module Name | Module Manual | Module Description | Configuration Type |
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Not Applicable | Not Applicable | Not Applicable | Not Applicable |
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The following entities are available and can be configured under Leads. A working CRM.COM model can exist without them being configured.
| Module Name | Module Manual | Module Description |
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| Lead Competitors | Configuring Lead Competitors | Define possible Competitors that can reach the same Lead for the same Product or Goal. |
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Related Areas
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