Configuration
SLA policies, custom fields, lead assignment, stage rules, reminders, general, approvals, SMS, mail and WhatsApp — one article per Configuration screen.
10 articles
SLA Policies
Configuration › SLA Policies — the tiles, the policies list, and creating a policy.
Custom Fields
Configuration › Custom Fields — the custom fields list, and adding a field.
Lead Assignment
Configuration › Lead Assignment — how routing rules work, and creating a rule.
Stage Rules
Configuration › Stage Rules — every lead stage and what must be filled before entering it.
Reminder Settings
Configuration › Reminder Settings — the two switches, and reminders to customers and to you.
General
Configuration › General — the Automation & Numbering card for employee codes.
Approvals
Configuration › Approvals — the approval rules list, and creating a rule with its approver and optional verifier.
SMS
Configuration › SMS — the SMS gateways list, and connecting a gateway for a location.
Configuration › Mail — the mail accounts list, and setting up the outgoing mail server for a location.
Configuration › WhatsApp — the WhatsApp Credits, WhatsApp Consent, Setup and Templates tabs.