Operate - Customizing the Leads Module

Customization Options for the Leads Module in essensys Operate

Alex Taylor avatar
Written by Alex Taylor
Updated over a week ago

Operate comes with several features that allow you to customize the system’s Leads module and make it fit your needs. You will find all of these options under Settings > Customize > Leads. 

Auto-Assigning Leads to Operate Users

Please see the following link for a guide on how to assign leads to Operate users.

Setting Up Auto Replies to Lead Inquiries

Please read the dedicated guide on how to create automatic responses to lead inquiries.

Adding Custom Fields

To add custom fields to your Leads module, go to Settings > Customize > Leads > Custom Fields. Please read the dedicated guide to learn more about configuring custom fields in Operate.

Linking your LeadDADI Account

LeadDADI lets you enable automatic lead generation from broker inquiries; allowing you to save time and concentrate on more important tasks within your organization. Please see the dedicated guide on how to link your LeadDADI account to Operate.

Customizing Page Layouts for Your Leads Module

Page layouts allow you to create different page layouts to display selected module data. Please read the dedicated guide on page layout customization to learn more.

Customizing Lead Record Types

Please read the guide on how to create and maintain record types for your organization. You can display different page layouts based on record types.

Customizing the Standard Fields of Your Leads Module

Operate allows you to change the labels which are displayed for the standard field within the module. To learn more about customizing these fields, please read the guide on how to manage your standard fields.

Using the Web to Lead Feature

The Web to Lead feature allows you to optimize the potential of your website as a sales tool by creating a customization Web To Lead form to encourage people to inquire online and turn valuable information into an instant lead.

Please read the dedicated guide on how to set up Web to Lead,

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