GENERAL SET UP INFORMATION
STAGE 1 - SET UP
STAGE 2 - SET UP
STAGE 3 - SET UP
1 of 2

LEAD OPERATION SETUP

Is a cheat sheet to see what operations are connected to what Lead Types.

If no boxes (Lead Types) are ticked for an Operation, that Operation will apply to all Lead Types. 
An example of this is shown in the below image. ‘Lead Entered’ has no Lead Types ticked and therefore will apply to all Lead Types. 

This is to help speed up the process of setting up your operations. It is a quick reference guide to the Operation Type set up for new “Lead Types”. This screen will facilitate the Operation setup and it assists in establishing & “ticking off” the Lead Types linked to an operation within a specific Lead Status.