Leads
Lead conversion, Kanban, automation, classifiers, and email integration settings.
- Leads settings and their purposeYou can find the main process options under **Settings → Leads**. Here, you will manage conversion to Contact, object relationships, Kanban sorting, automatic stages, Opportunities creation, and the transfer of responsibility for related records.
- Conversion, assignees, and post-conversion editingThe option **Allow conversion of Leads** enables the action that transforms the Lead into a Contact. team member also requires the appropriate Leads and Contacts permissions.
- Kanban sorting and automatic stagesYou can choose the default Kanban order based on:
- Automatic creation of OpportunitiesWhen **Automatically create Opportunity for created Lead** is enabled, a linked Opportunity is created for the new record. It may appear after a brief delay, as the action is performed in the background.
- Reassigning Opportunities and TasksHanna can update the assignees for related records when a new responsible team member is added to Lead.
- Sources, stages, and reasons for lossA **source** indicates where a record originated. Assign a clear name to the source and mark the most frequently used value as the default. Hanna will suggest this default value for new records and integrations where no other source has been selected.
- Stage task templates and deadlinesA stage can automatically initiate the next workflow step. In its form, you can select one or more actions. Upon reaching the stage Lead, linked Tasks are created in accordance with templates.
- Lead email integrationEmail integration can automatically create Leads records from incoming emails. You can find the new configuration under **Leads → Email Integration**.
- Email data, assignees, and notificationsEmail integration can extract the name, company, email, phone number, city, address, and description from the email text. Specify a text tag for each field so that Hanna can recognize the value. Use a consistent email template and verify it with a real test email.
- Repeat enquiries, attachments, and duplicatesIf the sender's email is already known, the integration can update an existing Lead instead of creating a new record.
- Fields, permissions, and safe setting changesModify the visibility, requirement status, default value, and help text for standard Lead fields in **Module Field Settings**. Create new fields required by your organization in the **Custom Fields** section.