How do I create a lead rank?

November 11, 2013 06:19am by Apptivo FAQ

Posted In: Leads

Answered on October 24, 2016 11:32pm by RAMKUMAR S

Leads App has several groups of configuration settings that allow you to adjust the way the app functions. To configure your Leads App lead ranks setting, start off by logging in and clicking on the Leads App in your app dashboard.

Steps to Create New Lead Rank

  1. Log in and access Leads App from your universal navigation menu bar.
    access leads for create a lead rank
  2. Click on “More” icon and select “Settings”  located at the app header bar.
    settings for create lead rank
  3. Select "Leads" drop down. Click on "Lead Ranks" from left navigation panel.
    image result for access lead Ranks
  4. Click on "Create" button and specify:
    • Name - Name of the lead rank.
    • Description - Description about the lead rank.
      image for create lead rank
  5. Click on "Create" button to complete.
    image result for view created lead rank
  6. By default the created lead rank will be in enabled mode.
  7. You can update the lead rank information by clicking on "Edit" icon, if needed.

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