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Leads & Deals settings

The settings that belong to leads and deals.

Where

Leads / Deal › Setup › Settings

Who

Anyone allowed to see this screen.

The settings are grouped under Leads and Deals. Each one explains itself in a line under its name and says Using the default until you change it. Among them: after how many days A lead is going cold, which fields to Check new leads for duplicates on (a match is shown, never blocked), the Source of a new lead, how the leads board is ordered, and whether to Lock a lead once it is converted. Change what you need and press Save changes.

Leads & Deals settings