Leads settings and their purpose

You 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.

Last updated 20 days ago

The following are managed separately in the Leads administration section:

Sources – where the inquiry originated;
Stages – sales process steps and Kanban columns;
Email integration – automatic creation of Leads from emails;
Reasons for loss and disqualification – options for concluding an unsuccessful process.

The visibility and mandatory status of standard fields are managed in the Module Field Settings, while new organizational fields are created in the Additional Fields area.

Recommended order: first configure Sources and Stages, then check conversion rules and Kanban settings. Enable automatic Opportunities creation and the transfer of responsibility only after agreeing on how related records should be managed. Enable email integration last, using a test mailbox and a single test email.

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