Configure the following settings on the Leads General Settings page to tailor your lead management system according to your preferences:
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Limit leads kanban rows per status:
Control the maximum number of rows displayed per status on the kanban board for efficient lead management.
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Default status:
Specify the initial status assigned to new leads for streamlined workflow management.
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Default source:
Set the default lead source for better tracking and analysis of lead generation channels.
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Perform validation for duplicate leads on the following fields:
Enable validation to prevent the creation of duplicate leads based on specified fields, ensuring data integrity.
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Auto assign as admin to customer after convert:
Automatically designate converted leads as admin-assigned customers, facilitating seamless transition and ownership.
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Allow non-admin staff members to import leads:
Grant permission for non-administrative staff to import leads, promoting collaboration and efficiency.
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Default leads kanban sort:
Define the default sorting order for leads on the kanban board for improved organisation and accessibility.
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Do not allow leads to be edited after they are converted to customers (administrators not applied):
Restrict editing access to leads once they are converted into customers, preserving data accuracy and consistency.
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Modal Width Class (modal-lg, modal-xl, modal-xxl):
Specify the width class for modal pop-ups to ensure optimal display and user experience based on content requirements.
