How to change the name of Leads module?
The nomenclature of leads and contacts may change from business to business. For example, an Educational firm might prefer calling their leads or contacts students, whereas an online job portal may prefer referring to their leads/contacts by the name 'job seeker'/'employer'. This article covers the steps for customizing the Leads Entity. The scope of customization is limited to changes in the nomenclature and uniqueness strategy.
Prerequisites
- Permissions: Any user with access to Control Center along with the permission to customize Leads Module.
- Product Plans: Explore and Elevate.
- Activities to be Completed: None
Steps
Step 1
Click on the Lead Module option under the 'Customization' tab in the admin dashboard. This will lead to the Lead Settings page.
Step 2
Insert the nomenclature (eg: Prospects, students for lead) to be used in the text boxes in the form.
Step 3
Select the uniqueness strategy from the drop-down box under the header Uniqueness Strategy.
Step 4
After step 3, choose the required strategy & click on the 'Save' button at the bottom of the form.
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