What does this section cover?
What are Leads Competitors?
Leads Competitors is a set ......
Creating, Editing & Deleting Validations & Restrictions
Action | Validations | Restrictions | Additional Information |
---|---|---|---|
General | |||
Create | |||
Edit | |||
Delete |
Leads Competitors attributes
Name | Description |
---|---|
Number | An auto generated number |
Name* | ... |
Alternative code* | ... |
Defining your own Leads Competitors tailored to your company's needs
- Navigate to PATH
- Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
LOG INFORMATION
- Unable to render {include} The included page could not be found.
- From the Top Menu click on Save
Deleting Leads Competitors
- Search for the entity that you would like to delete
Visit Using Summary Pages to find out how you can search using CRM.COM Summary Screens - Click on the link of the record you would like to delete, to be transferred to the Data Entry page
- From the actions menu click on "DELETE"
The entity will be deleted given that the validations are satisfied
Visit /wiki/spaces/WIP/pages/10010220 Leads Competitors for business examples related to
Related Areas
-
Configuring Lead Competitors — Learn how to configure Lead Competitors
-
Configuring Lead Lost Reasons — Learn to configure Lead Lost Reasons
-
Configuring Lead Definitions — Learn to configure Lead Business Definitions that will determine the overall behaviour of Leads
-
Configuring Lead Statuses — Learn to configure Lead Statuses
-
Configuring Lead Categories — Learn how you can configure Lead Categories
-
Configuring Lead Types — Learn to configure Lead Types
-
Understanding Leads — Understand the usage of Leads within CRM.COM
-
Managing Leads — Learn to work with Leads
-
Working with Leads Status Transitions — Find out what are status transitions and how they affect Leads
-
Leads - Configuration Requirements — Find out what configurations should be performed before the CRM.COM Leads module is used
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