Utiliko Business Management Platform - Utiliko

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1.Lead settings

Click on ‘Lead settings’ tab to update the default lead status and lead source.

 

2.Lead status.

Lead status list contains all the status names and type of the lead status with action column.

    1. Lead statusDisplays the status of the lead.
    2. Lead typeDisplays the type of the lead status.
    3. ActionUser can not edit/delete the default lead status list. It has two options.

 

How to add the new lead status?

User can add new lead status with unique status name of the lead. After filling the lead status details, click submit button to add new Lead status.

 

How to edit the lead status?

User can edit the existing lead status details with unique lead status name. After filling the details, click the right icon button to update the lead status details.

 

3.Lead source

Lead source list contains all the source name with action column.

    1. Lead sourceDisplays the source of the lead.
    2. ActionUser can not edit/delete the default lead status list. It has two options.

 

How to add the new lead source?

User can add new lead source with unique source name of the lead. After filling the lead source name, click submit button to add new Lead source.

 

How to edit the lead source?

User can edit the existing lead source name with unique lead source. After filling the details, click the right icon button to update the lead source details.

 

4.Act-on Settings

Click on ‘Act-on settings’ tab to update the act-on changes.

  1. Act-on username It contains acton username.
  2. Act-on passwordIt contains acton password.
  3. Act-on clientIdIt contains acton client id.
  4. Act-on client secret keyIt contains client secret key.
  5. Act-on client list nameIt contains client list name.
  6. Act-on lead list nameIt contains lead list name.
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