Lead Settings

You can view and edit the lead configuration in your CRM by going to Settings and clicking on the Lead Settings.

You can modify the settings below;

• Default Stage: The default lead stage
• Default Sales Agent: The default user assigned to leads
• Enable double opt-in: Enable this option to request lead consent
• Auto Delete: When a lead is converted to a customer, delete it.

IMAP Settings

• IMAP: Enable IMAP email retrival
• IMAP Host: Your IMAP Host e.g imap.gmail.com
• IMAP Username: Your IMAP username/full address
• IMAP Password: Imap Password
• Mail Port: IMAP port e.g 587
• Mail Flags: IMAP flags. Default /imap/ssl/validate-cert
• Mail SSL: Enable secure email connection using SSL
• Mailbox: Mail folder. Default INBOX
• IMAP Search: Get messages matching the given search criteria. Default UNSEEN