Lead Settings

Modified on Tue, 11 Jun at 9:41 AM

To access Lead Settings, navigate to Administration > Lead Settings.


The lead settings page allows you to customise the lead categories, stages and types, when capturing a lead to suit your workflow.
Click on the category, stage or type name to edit or rename the existing option.  You can also define the colour, sort order and mark as inactive.

Use the Add Lead Category, Stage or Activity buttons to add new options.

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