Leads module settings

List of paragraphs:

• Sources
• Statuses
• Email integration
• Creating a lead from e-mail content
• Other settings
• Lock lead status
• Leads reminders settings
• A setting that allows you to automatically create and assign an Opportunity to a lead
• Required field settings in the Lead form

Sources

Field Source helps to identify where the lead came from:

Choose Setup -> Leads -> Sources -> New source to add more values.

To modify or delete value, use Actions menu:

Statuses

Indicate Status when entering new lead:

To add more Lead Status values, select Setup -> Leads -> Statuses -> New lead status. Delete or adjust Status values by using Actions menu:

While creating a new status, you can refer a  Task template, which will help you automatically create a task for a lead after it's status is changed.

To edit or delete created statuses use Actions:

Email integration

Choose Setup -> Leads -> Email integration - adding an email box allows the system to automatically create new leads directly from emails – all emails that go to that box will be scanned and leads will be created.

To add an email box click New email box, fill the fields and do not forget to check Active and Only check non opened emails:

You can choose to automatically create and assign an Opportunity after the new lead is created:

You can specify a role to which assigned managers will be automatically marked as responsible persons for new leads on a rotating basis:

Other settings

• Choose sorting and amount of leads visible in Kanban;
• Specify defaut state and source;
• Responsible person assignment automation;
• Restrict lead editing after conversion to contact.

Lead status will change automatically to:

• Has been contacted - if email synchronization or telephony is enabled and lead has been contacted by phone or email;
• Offer submitted - if lead has assigned opportunity.

Leads reminders settings

Enable sending reminders for responsible users if lead stays too long in his status. 

1

First of all, create email template that has to be sent to lead responsible user. Select Setup > Email templates.

2

In  Leads section click  Create:

3

Fill in the information for email template and save. 

4

Then select Setup > Leads reminders settings > New record.

5

Indicate lead status and duration after how many hours, if lead stays in this status, email should be sent to lead's responsible person. Select email template and check  Is active.

6

Save settings.

A setting that allows you to automatically create and assign an Opportunity to a lead

Enable this setting by selecting Setup > Settings > Leads:

Required field settings in the Lead form

In Hanna CRM, you can specify Lead Form mandatory field. To manage this setting choose  Setup > Settings > Leads: