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--- customize [2018/05/17 18:45]
brittany [Important Dates]
+++ customize [2018/05/18 16:10] (current)
brittany [Sources]
@@ Line 1: / Line 1: @@
+======Customize======
+**Customize** has replaced the **Miscellaneous** page and this is where //Additional Sources, Statuses, Urgencies//, //Types//, //Important Dates// and //Tags// can be managed. To manage these customizable attributes in the Lead Manager, simply go to **Customize** under the **Settings** tab. Navigating this page via the sidebar on the left allows switching between each customizable attribute. Each attribute table here defaults to only showing the company's custom attribute (source, status, etc), but switching between //Custom, System// and //All// can easily be done by using the radio buttons on the top-right of the attribute table.
+To find this, go to the lead manager to the "Settings" tab > "Customize" tab.
+{{:customize.jpg|?600}}
+=====Create, Edit and Delete=====
+Create a New //Source, Status,// etc by clicking the **New** button in the grey box to the far right, then type in a name and click **Add** button.
+{{::customize2.jpg?700|}}
+Edit an existing attribute, by clicking the **Edit** button in the corresponding row of that attribute. The form to edit this attribute will appear in the grey box to the far right.
+{{::customize3.jpg?700|}}
+After creating or editing a(n) //Source//, //Status//, //Urgency//, //Type//, or //Important Date//, it will now be available when creating or updating a lead exactly the same way that system attributes have always been in the Lead manager. For example, the custom Bulk Import source, can be found in the dropdown of the lead's source.
+{{::customize4-2.jpg?700|}}
+Delete an existing attribute by using the **Delete** button in the corresponding row of that attribute. //Sources, Statuses,// and //Urgencies// cannot be deleted if they are currently being used by one or more leads. Merging this attribute into another is the best way to remove unwanted values that are already in use.
+{{::delete_custom.jpg?800|}}
+=====Merging and Bulk Delete=====
+**Merging** custom attributes can be accomplished by //checking// the check box to the left of each attributes' name and clicking the (now enabled) **Merge** button in the grey box to the right. A prompt will appear asking which attribute the others should be merged into. Select **Other** and fill in a new name if desired.
+{{::customize-bulk.jpg?700|}}
+Upon successful merging, all leads associated with now removed //Source, Status,// etc will now belong to the attribute that was merged into.
+Example: Merging status **Lost** with 3 leads and Missing with 1 lead into **Disappeared** with 4 leads will result with **Lost** and **Missing** being removed and **Disappeared** having 8 Leads.
+=====Disabling=====
+You have the option of disabling the system attributes for **"Statuses"**, **"Urgencies"** or **"Types"** so only the custom ones will show up in the lead's detail page dropdown. (refer to [[customize#urgencies|Urgencies]] example)
+You will be able to find the "Disabled" option on the right hand side (below the "New" button).
+For example, the Statuses: Closed Escrow, Dead, etc.
+Some system attributes **cannot** be disabled because they drive logic in the lead manager.
+For example, the  "Active" and "Blank" statuses.
+======Sources======
+Only manually added leads allow changing sources - custom or otherwise.
+{{::custom-source1.jpg?800|}}
+**Lead's detail page:**
+{{:custom-source.jpg?700|}}
+======Status======
+{{:custom2-1-_1_.jpg?700|}}
+{{:custom3.jpg?600|}}
+**Lead's detail page:**
+{{:custom-status.jpg?900|}}
+======Urgencies======
+{{:custom-urgencies2.jpg|?600}}
+{{:custom4.jpg|?600}}
+Here's an example scenario of only displaying custom Urgenc(y)ies:
+{{:custom-urgency-1-_1_.jpg?900|}}
+**Lead's detail page:**
+{{:custom-urgency2.jpg|?600}}
+======Type======
+{{:custom-types2.jpg|?600}}
+**Lead's detail page:**
+{{:custom6.jpg|?600}}
+======Important Dates======
+The **Important Dates** provided by the system are **Birthday** and **Home Purchase**. You can create others by clicking the **New** button.
+{{::id1.png?700|}}
+You can assign the important dates to your leads by clicking the **Important Date** button on the lead's detail page.
+{{::id2.png?700|}}
+You can then set a **Date** and add **Notes** as well.
+{{::id3.png?500|}}
+You can **search leads by content in the `Important Notes` field** in the CRM:
+{{::customize_notes.png?700|}}
+(these are not the "note" activities)
+======Tags======
+{{:custom7.jpg|?600}}
+Say you named the merged tag: birthday. All leads that had the "august" tag would be in the birthday search results.
+{{:custom-tags2.jpg|?600}}
+**Lead's detail page:**
+{{:custom-tags1.jpg|?600}}

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