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Leads Settings

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Updated at May 01, 2025
By Kali Patrick

Related Docs

  • Work with Leads
  • Prevent Creating Organizations from Leads

Note: This document has been imported from the former KB and has not yet been verified.

 

Access the Leads settings via Admin > Leads - Preferences.

  • Enable Lead Autoresponse Email: When a Lead is generated, an automatic response will be sent back to the person who emailed you. Edit the template Syncro uses in Admin > PDF/Email Templates > Lead Auto Response.
  • Leads converting to Ticket should trigger Print Jobs: When enabled, will send a print job when a Lead is converted to a ticket.
  • Parse SUBJECT of inbound leads emails for phone numbers (can cause imperfect matching): This will force the Leads module to try and match a phone number from the inbound email subject.
  • Parse BODY of inbound leads emails for phone numbers (can cause imperfect matching): This will force the Leads module to try and match a phone number from the inbound email body.
  • Lead Notification Email Address: This email will be alerted when a new lead is generated.

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