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.
Mandatory Configuration
The following modules must be configured in order to use the Leads:
| Module Name | Manual | Description |
|---|---|---|
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. |
Related Configuration
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 |
|---|---|---|---|
Not Applicable | Not Applicable | Not Applicable
| Not Applicable |
Optional Configuration
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 |
|---|---|---|
| Lead Competitors | Configuring Lead Competitors | Define possible Competitors that can reach the same Lead for the same Product or Goal. |