Lead Configuration

Lead Statuses

Default statuses in Administration → Entity Manager → Lead → Fields → status:

Status	Value	Style	Description
New	New	default	Default state
Assigned	Assigned	default	Assigned to salesperson
In Process	In Process	primary	Actively worked
Converted	Converted	success	Converted
Recycled	Recycled	info	Temporarily inactive
Dead	Dead	info	Disqualified

Lead Sources

Configure sources in Entity Manager → Lead → Fields → source:

Source	Value
Call	Call
Email	Email
Existing Customer	Existing Customer
Partner	Partner
PR	Public Relations
Web	Web Site
Campaign	Campaign
Other	Other

Lead Conversion

Conversion settings in Entity Manager → Lead:

{
  "convertEntityList": ["Account", "Contact", "Opportunity"],
  "convertFields": {
    "Contact": {},
    "Account": {
      "name": "accountName",
      "billingAddressStreet": "addressStreet",
      "billingAddressCity": "addressCity",
      "billingAddressState": "addressState",
      "billingAddressPostalCode": "addressPostalCode",
      "billingAddressCountry": "addressCountry"
    },
    "Opportunity": {
      "amount": "opportunityAmount",
      "leadSource": "source"
    }
  }
}

Custom Lead Fields

To add company IDs (CZ):

1. Entity Manager → Lead → Fields
2. Add fields:
3. sicCode (varchar, max 40) – Company ID
4. vatId (varchar, max 40) – VAT ID

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