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Navigating to Lead Types

CONFIGURATION > CRM APPLICATION > LEADS > SET UP TYPES

What are Lead Types?

Lead Types are used to define the behaviour and nature of the Lead.

Navigate to Lead Types and explore existing entries via the Summary page.
Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail.
Use the Actions Menu to create a NEW Lead Type, modify (EDIT) or DELETE an existing one.
Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Lead Types
Click on the Audit Trail button to view a log of changes performed on the displayed Lead Types.

Check the Validations Table below for a list of available Actions when working with Lead Types, including each Action's related validations. View the Attributes Table for a comprehensive description of the Lead Types fields.

Validations

Action

Validations

Create

Mandatory Fields must be defined.
A unique Name and Alternative Code is required.
In relation to Status Transitions:
- Any Status included in Status Transitions of an Entity Type is also included in the Entity Type's Allowed Statuses.
- There is one Status Transition for each of the Allowed Statuses of Entity Types which are not final (i.e. not Completed).
- There are no Status Transitions related to an initial ('Draft') Status which is related to a final Life Cycle State.
- There are no duplicate Statuses among the initial Statuses in the Status Transitions, the destination Statuses or the initial and destination Status of a single Status Transition.
- One Status Transition should be present for each (available) Life Cycle State Transition, i.e. two Status Transitions with initial Life Cycle State 'Draft' and destination Life Cycle State 'Pending' can be present provided they have distinct Allowed Organisational Units.

Edit

Mandatory Fields must be defined.
A unique Name and Alternative Code is required.
In relation to Status Transitions:
- Any Status included in Status Transitions of an Entity Type is also included in the Entity Type's Allowed Statuses.
- There is one Status Transition for each of the Allowed Statuses of Entity Types which are not considered as final (i.e. not 'Completed').
- There are no Status Transitions related to an initial ('Draft') Status which is related to a final Life Cycle State.
- There are no duplicate Statuses among the initial Statuses in the Status Transitions or the destination Statuses.
- One Status Transition should be present for each (available) Life Cycle State Transition, i.e. two Status Transitions with initial Life Cycle State 'Draft' and destination Life Cycle State 'Pending' can be present provided they have distinct Allowed Organisational Units.

Attributes

An * indicates a field is mandatory.

Name	Description
Main Information
Name*	The Name of the Lead Type.
Alternative Code*	The Alternative Code of the Lead Type. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters.
Description	A description of the Lead Type.
Importance Level*	The Importance Level that the Lead should automatically be set to for each Lead Type. The Importance Levels are standard and pre-defined in the System but Users can define supported Levels, their labels and the default Level, through the Lead Definitions. View Configuring Lead Definitions for more information.
Priority Level*	The Priority Level that the Lead should automatically be set to for each Lead Type. The Priority Levels are standard and pre-defined in the System but Users can define supported Levels, their labels and the default Level, through the Lead Definitions. View Configuring Lead Definitions for more information.
Estimated Completion Time	This information, measured in minutes, hours, days, weeks, months or years, is used to set the Estimated Completion Time for Leads of each Type.
Allowed Attributes
Statuses
Allowed Statuses*	The Lead Statuses which can be used in Leads of each Type. At least one Status per Life Cycle State should be specified in this section. The default Lead Status is also specified in this section.
Default on Create * AVAILABLE FROM CRM.COM R11.1.0	The Status that should be automatically selected on creating a Lead of each Type. The available options include all the Allowed Statuses which are related to the 'Draft' or 'Pending' Life Cycle State.
Default on Start Progress * AVAILABLE FROM CRM.COM R11.1.0	The Status that should be automatically selected on starting the progress of a Lead of each Type. The available options include all the Allowed Statuses which are related to the 'In Progress' Life Cycle State.
Default on Cancel * AVAILABLE FROM CRM.COM R11.1.0	The Status that should be automatically selected on cancelling a Lead of each Type. The available options include all the Allowed Statuses which are related to the 'Cancelled' Life Cycle State.
Default on Win* AVAILABLE FROM CRM.COM R11.1.0	The Status that should be automatically selected on winning a Lead of each Type. The available options include all the Allowed Statuses which are related to the 'Win' Life Cycle State.
Default on Lost* AVAILABLE FROM CRM.COM R11.1.0	The Status that should be automatically selected on losing a Lead of each Type. The available options include all the Allowed Statuses which are related to the 'Lost' Life Cycle State.
Categories
Allowed Categories*	The Lead Categories which can be used in Leads of each Type. The default Lead Category is also specified in this section.
Physical Goods
Allowed Physical Goods	Defines which Physical Goods and Product Types can be added to Leads of each Type as Physical Goods that the Lead is interested in. If nothing is specified, then all are available.
Services
Allowed Services	Defines which Services and Product Types classified as Services can be added to Leads of each Type as Services that the Lead is interested in. If nothing is specified, then all are available.
Activity Types
Allowed Activity Types	Defines the Activity Types which can be scheduled through Leads of each Type to conduct tasks that are needed for the Lead to be completed.
Communication Settings The settings for the Communications that can be sent automatically. AVAILABLE FROM CRM.COM R11.1.0
Communication Triggers / Events	The Events that will trigger a Communication, if enabled. On Create: A Communication will be sent whenever a Lead is created. On Start Progress: A Communication will be sent whenever the Lead starts to progress (i.e. the Life Cycle State changes to 'In Progress'). On Lost: A Communication will be sent whenever a Lead is won (i.e. the Life Cycle State changes to 'Won') On Win: A Communication will be sent whenever a Lead is lost (i.e. the Life Cycle State changes to 'Lost') On Update: A Communication will be sent whenever a Lead is updated. On Cancel: A Communication will be sent whenever a Lead is cancelled (i.e. the Life Cycle State changes to 'Cancelled').
Communication Template	The Template that is used to create the Communication for the Trigger/Event. Only 'Effective' Communication Templates with an 'Outgoing' Direction can be selected.
Status Transitions Status Transitions define the allowed or disallowed transitions between Statuses of a specific entity based on a set of conditions that include the initial and destination Status value, the Type of the entity and the User or Unit who is performing the Status Transition. AVAILABLE FROM CRM.COM R11.1.0
Status	The initial Status of the Lead for which the allowed transitions are defined. Only one initial Status can be defined per Status Transition per Lead Type. The Lead Status must also be included within the Entity Type's Allowed Statuses, if any are defined.
Status Transitions	A list of Statuses that can be used as destination Statuses when the specified Status must be changed. Each entry consist of the following: To Status:The Statuses available for selection. One or more Statuses must be defined. Allowed Organisational Conditions: The Units or Users allowed to change the specified Status. This condition is optional; if no Organisational Units are defined then all Users are allowed to change the Status of the entity.
Allowed Organisational Units
Allowed Organisational Units	The organisational units that can select the specific Lead Type when creating a new Lead.
Log Information
Log Details	The standard set of Log Details information available in all entities.

Related Areas

Page:

Configuring Lead Competitors
Page:

Configuring Lead Lost Reasons
Page:

Configuring Lead Definitions
Page:

Configuring Lead Statuses
Page:

Configuring Lead Categories
Page:

Configuring Lead Types
Page:

Understanding Leads
Page:

Managing Leads
Page:

Working with Leads Status Transitions
Page:

Leads - Configuration Requirements

Helpful Links

Page:

CRM.COM Quickstart Manual
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Working with Summary Pages - R18
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Working with Summary Pages
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Working with Summary Pages - R15
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Extracting a Printout from a Data Entry page