LEAD SETTINGS

Leads, the potential customer for the organization generally have queries to be answered before taking up a project with any organization. So, to help them through their queries these settings are formed.

These settings set up the Lead Source, which defines the passage from where the acceptance of queries is permitted.

A deal pipeline is a visual representation of the stages that potential sales or business deals go through, from initial contact to closing.

A Deal agent is a feature or tool within the CRM platform that helps manage and track the lifecycle of a sales opportunity or deal.

Deal Category, this section is mainly for segregating the different lead queries that are received into categories depending on their general distribution.

Round-robin is a scheduling method used to allocate tasks, responsibilities, or resources in a cyclic and equal manner among a group of individuals or entities. The process repeats in a loop until all participants have had a turn.

These individual categories under lead settings are also editable depending on the requirements. These settings are open for customization to allow the freedom of usage for the users.