Configuring Leads |
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Topic: Setup > Configuration The Lead Configuration Document lets you add/delete/view Lead Ratings. For more information on Sales Opportunities see Working with Sales Opportunities.
To configure Leads, from the Explorer click Setup->Configuration. This displays the Configuration page. Then Click 'Lead', this displays the Lead Configuration Document (below).
![]() Configuring Lead Ratings
The Lead Configuration Document shows the current list of Lead ratings. To Create a new Rating simply click on 'New Lead Rating. This displays a new Rating Document shown below.
![]() A new Lead Rating
The new Rating will now be available in the Lead's Rating drop-down. For more information on Leads and Lead Ratings see Working with Leads.
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