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Back to Leads Main Page

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Learn how you can configure Leads Categories

What does this section cover?

Lead Categories

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Table of Contents

Table of Contents
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What are Leads  Categories?

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

Creating, Editing & Deleting

Navigating to Lead Categories

Info

CONFIGURATION > CRM APPLICATION > LEADS > SET UP 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 & Restrictions

Lead categories
ActionValidationsRestrictionsAdditional InformationGeneral
Create
  • Mandatory Fields must be defined.
  • Multiple Lead categories Lead Categories can exist be present in the system System, but each one should have a unique name and alternative codeName and Alternative Code.
  • Not Applicable
Edit
  • Mandatory Fields must be defined.
  • Not Applicable
  • Not Applicable
Delete
  • A Lead Category cannot be deleted if it is the 'parent' node.
  • 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 Categories in one of the available Lead typesLead Types. 
  • Deleted Leads categories Lead Categories are still visible on Leads entries which were created using those categoriesCategories.

  Include PageConfiguring Categories - GlobalConfiguring Categories - Global 

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Attributes

An * indicates a field is mandatory.

Name

Description

Name*The name of the Lead Category.
Code*A code for the Lead Category.
DescriptionA description for the Lead Category.

Parent

The parent of the Lead Category, unless if the Category is a 'root'.

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