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The Lead Management in SugarCRM Series outlines everything you need to know about lead management in SugarCRM. Part 5: Studio Configuration
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Lead Management in Sugar 7
Written by: Josh Sweeney and Briana Gross
Studio Configuration
STUDIO CONFIGURATION
Like other modules, SugarCRM allows the administrator to configure fields and labels used by the Leads module.
Specific to the Leads module, though, he or she can also configure various fields related to the Lead Conversion process.
STUDIO CONFIGURATION
Navigate to the Administration screen and click the link for Studio.
STUDIO CONFIGURATION
Select the Leads module.
EDITING LABELSIn Studio on the Leads module,
click the Labels component.
EDITING LABELSYou will see an editable list of every field label used by the Leads module.
EDITING LABELSYou will see an editable list of every field label used by the Leads module.
Edit the labels as desired and click the Save & Deploy button.
CREATING NEW FIELDSIf your company tracks Lead information that isn’t displayed in the Lead
module by default, you can add extra fields.
CREATING NEW FIELDSIf your company tracks Lead information that isn’t displayed in the Lead
module by default, you can add extra fields.
From Studio, click the Fields component.
CREATING NEW FIELDS
Click on the Add Field button to add a custom field.
Label your new field appropriately.
CREATING NEW FIELDS
If you want to ensure users are forced to fill in the field, enable the Required Field checkbox.
CREATING NEW FIELDS
Once the field has been set up as desired, click the Save button.
CONFIGURING THE CONVERSION PROCESS
The Conversion Process can be configured to include (or not include) other modules.
CONFIGURING THE CONVERSION PROCESS
Click on the Layouts component.
CONFIGURING THE CONVERSION PROCESS
Open Convert Lead layout.
CONFIGURING THE CONVERSION PROCESS
The default modules are displayed.
Other modules can be selected by choosing them from the drop-down box and clicking the Add Module button.
CONFIGURING THE CONVERSION PROCESS
The Copy Data checkbox will copy the Lead’s field values to the new module’s field values where the field names are the same
CONFIGURING THE CONVERSION PROCESS
Click on the Edit button for any module to edit the field arrangement of that module on the Conversion page.
CONFIGURING THE CONVERSION PROCESS
Click on the Edit button for any module to edit the field arrangement of that module on the Conversion page.
Click the Save button when you are finished.
