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