CRM Configuration
CRM Configuration
Lead Display & Assignment
Default Lead View
Select the default view for displaying leads in the system:
- List View: Displays leads in a structured table format.
- Kanban View: Organizes leads into columns based on their stage or status.
Example: List View
Connect Lead to Profile
Select Yes to enable automatic or manual
linking of leads to their associated profiles for improved tracking and relationship management. This
ensures each lead is connected to the relevant profile, simplifying communication and follow-up management.
Example: Yes
Add Multiple Products
Select Yes to enable managing multiple
products within a single record. This allows you to track and handle various products under one lead or
entry, improving organization and efficiency.
Example: Yes
Lead Assignment Algorithm
Select how leads should be assigned to employees:
- Manual: Leads are assigned manually by an admin or manager.
- Round Robin: Leads are automatically distributed among team members in a round-robin manner to ensure equal allocation.
Example: Manual
Sales Tracking & GPS Settings
Salesperson Location Tracking Duration Interval (Sec)
Enter the duration (in seconds) for how frequently the system should capture the
salesperson's GPS location. Example: Enter 300 to record the
location every 5 minutes.
Example: 10
Location Tracking Status Check Interval (Min)
Enter the time interval (in minutes) to determine user activity. If a tracking
record exists within this interval from the current time, the user will be marked as active; otherwise, they
will be considered offline. Example: Enter 10 to mark users as active
if a record exists within the last 10 minutes.
Example: 5
Require GPS For Tracking
This setting requires users to have GPS (Location Services) enabled on their
device to perform any attendance-related actions, including:
- Punch In / Punch Out
- Check-In / Check-Out
- Break-In / Break-Out
If GPS is not active, the system will block these actions.
Example: Yes
Reminder Settings
Default Reminder Time For Meetings And Follow-ups
This setting allows you to set a default reminder time for all scheduled meetings
and follow-ups. Users will receive a notification either 15 or 30 minutes before the scheduled event,
depending on the selected option.
Example: 30 Min, 1 Hour, 1 Day