Manage lead services, types and statuses
To manage the lead lists, open Manage Server › Manage Lead. Use the Add Service, Service Type and Service Status tabs. On each tab type a name and click Save, or use the edit and delete actions in the table. An entry that is already in use cannot be deleted.
How to manage lead services, types and statuses
Where: Admin console › Manage Server › Manage Lead
- Open Manage Server › Manage Lead.
- Select the tab: Add Service, Service Type or Service Status.
- Type the name in the box.
- Click Save.
- To change a name, click edit on its row, change the text and click Update.
Fields
Lead lists are used by the XgenPlus mobile apps to manage sales leads.
The three tabs work the same way.
| Item | What it does | Default |
|---|---|---|
| Service Name (on Add Service) | The name of a service, up to 37 characters. Required. | Empty |
| Service Type (on Service Type) | The name of a service type, up to 37 characters. | Empty |
| Service Status (on Service Status) | The name of a status, up to 37 characters. | Empty |
| Save | Adds the name. A name that already exists, whatever its capital letters, is refused with Already Exist. | |
| Update / Reset | Appear after you click edit on a row. Update saves the change and Reset clears the box. |
Each tab has a table with ID, the name, Date and Actions (edit and delete).
Example
Meera, the sales operations lead at acme.in, adds the services "Email Hosting" and "Archival", the types "New" and "Renewal" and the statuses "Open", "Won" and "Lost" so the sales team can record leads in the same words.
Good to know
- The lists are server-wide. They are not tied to one domain.
- A name that is in use cannot be deleted. Rename it with Update instead.
Common questions
Why can't I delete a service, type or status?
XgenPlus does not allow it while the entry is in use. It shows that the name is already in use and you cannot delete it.