Lead Priority Levels

List you lead by Priority Levels. When sorting through all of your leads in the leads module you can further sort all leads based on their priority level.

Example

• Low (Yellow)
• Medium (Orange)
• High (Red)
• Urgent (Burgandy)

Steps

Go to the System Settings module and click on the Leads Priority Levels under the Leads heading.

Next, click on the [+ New Priority] button in the top left corner.

Fill in the following fields:

Name - The name of the new lead priority level. The name will appear in the lead priority level drop-down list when you are creating a new lead. Type in a suitable name.

Colour - Colour to be displayed on the Lead listing page

Status - Active or Inactive. Inactive Lead Priority Levels will not appear when creating a new Lead.

Click on the [Save] button.