How do I create a lead rank?

November 11, 2013 06:19am by Apptivo FAQ

Posted In: Leads
  
Tagged In: Creation Feature

Answered on June 7, 2017 04:44am by Maya

Apptivo 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 to your account. 

Then click on the Leads App in your app's dashboard. Follow the steps given below.

Apptivo Lead rank tells you  priority with which the lead has to be handled.

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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