Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can set As an administrator, you can configure the Lead Threshold for each salesperson in the administratorindividual salespersons by accessing the Administrator Login. The Lead Threshold is the number of days represents the duration, in days, from the last activity action taken on the a lead before it gets is marked with a Fire Icon next to it. Changing anything about . Whenever you make any changes to the Lead Window and saving it will update save them, the last activity . If on the lead is updated.

However, if a lead has an appointment is scheduled for a later future date, the lead it will not get be marked with a fire icon until the lead threshold past Lead Threshold exceeds the event date is reached. By defaultInitially, every each salesperson starts at has a 14-day Lead thresholdThreshold set by default.

...

Example of : Fire Icon on Leads (with Activity Date greater than the threshold given for a salesperson).

...

To edit the Lead Threshold select the “Salespeople” drop down list item then select the Salesperson you’d like to adjust the Lead Threshold for. Finally, select Save.

...

Notification

...

To modify the Lead Threshold, follow these steps:

  1. Click on the "Salespeople" drop-down menu.

  2. Choose the specific Salesperson for whom you want to change the Lead Threshold.

  3. Adjust the Lead Threshold as per your preference.

  4. Click on "Save" to save your changes.

...

By following these steps, you can easily customize the Lead Threshold for a particular salesperson.