Lead Threshold Setting | Fire Icon

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Apr 17, 2023 by Maresa Rojas
2 min read

As an administrator, you can configure the Lead Threshold for individual salespersons by accessing the Administrator Login. The Lead Threshold represents the duration, in days, from the last action taken on a lead before it is marked with a Fire Icon. Whenever you make any changes to the Lead Window and save them, the last activity on the lead is updated.

However, if a lead has an appointment scheduled for a future date, it will not be marked with a fire icon until the Lead Threshold exceeds the event date. Initially, each salesperson has a 14-day Lead Threshold set by default.

Example: Fire Icon 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.