Leads Settings
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.