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Lead manager - project setup

(Settings - CRM)
 
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Topics in overview:

Settings - general
Settings - user (admin)
Settings - calendar
Settings - CRM
Settings - EMS
Settings - Factura
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Related topics:

Contacts overview | Lead manager | Reference buttons​ 

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This function serves to configure the lead manager through the creation and setup of a project. If you reached this page via the lead management instructions, you can return directly to Lead management in the CRM instructions. 

On this page:

Creating a new project | Defining a project | Creating a status list

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Creating a new project

a) Use the cogwheel icon in the upper navigation to go to the settings. Click the gray "CRM" button.

b) Click "Lead manager".

c) Click "New project" to create a new project.
 

 
A window opens. Enter a project name and save the project. 

Save this window by clicking the "close window" button (with the cross) on the top right. You will now see the project list.

 

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Defining a project

In the list, click the line containing the project you wish to define. This will open the input form.

a) Create a status list - detailed instructions can be found below.

b) Use Create group in the CRM's group management to create groups. You can assign these groups to the lead manager project. Addresses which are submitted to the CRM with these groups via an online form are automatically assigned to this project.

c) Should it be required, you can select a calendar here for maintaining project appointments or deadlines.

 

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Creating a status list

a) Assign a status name.

b) Select a color that identifies the address in the lead manager table.

c) Active: will be displayed in the lead manager. Hidden: will not be displayed in the lead manager - e.g. if you only want to use this status once without having it displayed again at a later stage.

d) Plus symbol: another status line opens. Recycle bin: status is deleted.

After specifying the status list, save your changes.

You can now edit leads in the CRM's Lead management in conjunction with projects created here.

 

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