Curious about Lead Profiles in Xencall? Learn more below.
About Lead Profiles
Each Profile stores information related to the Lead, such as:
- Contact Information (1) - Displays the Standard Fields that store information about the Lead, such as Name, Phone Number and Address, as well as the time zone for the Lead.
- Lead Details (2) - Displays Information about the origin of the Lead, and who is the Account Manager. This is also where CRM Custom Fields are displayed.
- Billing Details (3) - Displays billing information for the Lead.
Note: To view the Billing Details section, the Merchant Processing App must be installed.
Viewing Lead Profiles
Note: The "Folder Tools" Permission is required to view and manage Lead Profiles within Folders.