Setting Defaults for New Leads

The New Lead Settings section allows you to set the following options for all new leads, regardless of where they come from:

·       Whether you wish to receive an email notification of each new lead.

·       Whether you want to automatically receive new leads directly into your database. If you prefer to review your new leads before accepting them into your database (see Processing Imported or Synchronized Contacts), leave this option unchecked.

·       The Original Source of Contact to assign to each new lead.

·       The Marketing Activity Plan to assign to each new lead.

·       The Contact Group to assign to each new lead.

All contacts captured using any of our lead capture options are initially assigned a Contact Type of ‘Prospect’.