Lead SettingsΒΆ

You can view and edit the lead configuration in your CRM by going to Settings and clicking on the Lead Settings.

You can modify the settings below;

  • Default Stage: The default lead stage
  • Default Sales Agent: The default user assigned to leads
  • Enable double opt-in: Enable this option to request lead consent
  • Auto Delete: When a lead is converted to a customer, delete it.
IMAP Settings
  • IMAP: Enable IMAP email retrival
  • IMAP Host: Your IMAP Host e.g imap.gmail.com
  • IMAP Username: Your IMAP username/full address
  • IMAP Password: Imap Password
  • Mail Port: IMAP port e.g 587
  • Mail Flags: IMAP flags. Default /imap/ssl/validate-cert
  • Mail SSL: Enable secure email connection using SSL
  • Mailbox: Mail folder. Default INBOX
  • IMAP Search: Get messages matching the given search criteria. Default UNSEEN