Leads Settings
Note: This document has been imported from the former KB and has not yet been verified.
Access the Leads settings via Admin > Leads - Preferences.
- Enable Lead Autoresponse Email: When a Lead is generated a automatic response will be sent back to the customer. You can edit the template by navigating to Admin > PDF/Email Templates > Lead Auto Response.
- Leads converting to Ticket should trigger Print Jobs: When enabled will send a print job when a Lead is converted to a ticket.
- Parse SUBJECT of inbound leads emails for phone numbers (can cause imperfect matching): This will force the Leads module to try and match a phone number from the inbound email subject
- Parse BODY of inbound leads emails for phone numbers (can cause imperfect matching): This will force the Leads module to try and match a phone number from the inbound email body
- Lead Notification Email Address: This email will be alerted when a new lead is generated.