The Lead Settings hub
What this page is — the entry point to lead configuration: eight sections holding everything you
Lead sources
What this page is — the configured list of channels a lead can arrive through: Google Ads, a
Source categories
What this page is — a grouping layer above lead sources, so Facebook Ads and Google Ads both
Lead grades
What this page is — the letter grades a lead can carry, and where the letters come from.
Pipelines and statuses
What this page is — the pipelines a lead can travel, and the statuses that make up each one.
Lead queues
What this page is — how to create a queue and choose who may take leads from it.
Lead agents
What this page is — the list of users who are allowed to own a lead.
Custom fields
What this page is — extra fields you can add to the lead record, defined once and available on
Scoring rules
What this page is — the rules that award points to a lead, and the action that applies them.
Assignment rules
What this page is — the ordered rules that decide who receives a lead the moment it is created.
Convert to contact
What this page is — the rules that turn a qualifying lead into a contact.
Convert to deal
What this page is — the rules that turn a qualifying lead into a deal with a value, and the field
Add to VOX backlog
What this page is — the rules that hand a lead to Orbit Vox for an automated outbound call.
Webhooks and API keys
What this page is — the API keys that let an outside system create leads, and the log of everything