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What are Leads  Categories?

Navigating to Lead Categories

What are Lead Categories?

Use Lead Categories to categorise a Lead according to its Type.

• Navigate to Lead Categories and explore existing entries via the Summary page. Lead Categories follow a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
• Click on the link (Name or Number) of the entry of your interest to open a modal with the related details. Select an existing Lead Category for the 'parent' to make the specific Lead Category a 'child' or erase the 'parent' name to make the specific Lead Category a 'parent' itself.
• Either SAVE the changes or cancel (X) and go back to the Summary page. 
• Create a new Lead Category (ADD) or delete an existing one (REMOVE).
• Use EXPAND ALL to view 'parents' and 'children' and COLLAPSE ALL to only view 'parents'.
  
  Check the Validations & Restrictions Table below for a list of available Actions when working with Lead Categories including each Action's related validations, restrictions and additional information. View the Attributes Table for a comprehensive description of Lead Categories fields.

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validations validations

Validations & Restrictions

  Include PageConfiguring Categories - GlobalConfiguring Categories - Global 

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attributes attributes

Attributes

An * indicates a field is mandatory.