Accessing Leads in Setup
To access the Leads settings:
Navigate to Setup from the left-side menu.
Click Leads to expand its dropdown menu, which includes:
Sources
Statuses
Email Integration
Web to Lead
Each section plays a role in defining how leads are categorized, tracked, and captured in the system.
Overview of Setup > Leads Options
Sources
Enables adding and managing lead sources (e.g., "Website," "Referral," "Social Media," "Advertisement").
These sources appear in the Source dropdown when creating/editing a lead under CRM > Leads.
Statuses
Allows defining different lead statuses (e.g., "New," "Contacted," "Qualified," "Lost").
These statuses appear in the Status dropdown when managing leads.
Helps track a lead’s progress through the sales pipeline.
Email Integration
Allows automatic conversion of incoming emails into leads.
Configures IMAP email retrieval settings to fetch emails from a specified inbox.
Assigns default status, source, and responsible staff for new leads generated from emails.
Web to Lead
Generates an embeddable web form that captures lead details directly into the CRM.
Businesses can embed this form on their website, allowing visitors to submit their information.
Leads submitted via the form are automatically created in the CRM system.
Conclusion
The Setup > Leads section provides essential tools for streamlining lead tracking, classification, and automation, ensuring that new potential customers are efficiently captured and managed.