8. Prospect Settings

8. Prospect Settings

Welcome to our Knowledge Base
< All Topics
Print

From the prospects settings page, you will be able to apply settings for how the application will handle prospects. Below are the available settings.


General Settings

Here you can specify what information will be displayed on each lead when being viewed in kanban mode. Example as illustrated in the image below

The data shown on the image above can be changed using the settings shown below.

Table of Contents