You can edit the administrative settings for your leads to, for example, create custom fields for your leads, define lead sources and tags, and also create smart list templates.
To define and edit lead settings
- Click the Settings icon (
), then select Customize > Leads.
On the Leads settings page, you can define and edit the following settings.
Fields - Add custom fields for capturing more information about your leads (see Creating and managing custom fields). On this page, you can also edit the Industry field to add choices to the list that match your business needs (see Tracking leads and contacts by industry).
Lead sources - Define your list of lead sources (for example, a trade show, your web site, and so on). See Tracking lead and deal sources.
Lead statuses - Track your leads through the sales process by defining custom status labels (the Sell default status labels are New, Working, and Unqualified). See Using the lead status label.
Unqualified reasons - Edit the list of reasons that a lead has been marked as unqualified (see Creating and using unqualified deal reasons).
Tags - Add tags to categorize and filter your leads (see Adding and managing tags).
Smart links - Add smart links that allow you to quickly access other applications or web pages with just a single click from your Zendesk Sell account (see Setting up and using smart links in Sell).
Smart list templates - Create templates that all your Sell users can use to build smart lists for leads (see Creating and using smart list templates).