CRM Custom Views

Configurable CRM pipeline creation settings and automatic lead naming rules for Progrid CRM. Standardize how leads and opportunities are named across your sales team and control default behavior when creating records from the pipeline.

Key Features:

• Lead Naming Rules - Define automatic naming patterns that generate lead names from fields like company, contact, source, and stage

• Pipeline Creation Settings - Configure default values and behavior when creating leads or opportunities directly from the pipeline view

• Bulk Apply Wizard - Apply naming rules to existing leads in bulk to standardize historical data

Quick Start

For Sales Representatives

1. Overview - Understand how lead naming works

2. Lead Naming Rules - See how naming rules affect your leads

For Sales Managers

1. Overview - Understand the module architecture

2. Lead Naming Rules - Create and manage naming rules

3. Pipeline Creation Settings - Configure pipeline creation defaults

Module Components

Core

• Overview
  • Purpose
  • Target Users
  • Key Concepts
  • How Naming Rules Work
  • Security Model
  • Next Steps

Workflows

• Lead Naming Rules
  • Accessing Naming Rules
  • Creating a Naming Rule
  • Editing a Naming Rule
  • Activating and Deactivating Rules
  • Bulk Apply Wizard
  • Best Practices
  • Next Steps
• Pipeline Creation Settings
  • Accessing Pipeline Settings
  • Understanding Pipeline Creation
  • Configuring Creation Behavior
  • Per-Team Configuration
  • Best Practices
  • Next Steps

Support

• Troubleshooting