Plombs

2 min lireMise à jour de September 2, 2026

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Lead Credits ExplainedNote: this article merges two question-bank questions ("What is a Lead Credit?" and "How does lead Distribution work?") because they turned out to be the same mechanism — there's no separate distribution/routing…Leads, Opportunities and AccountsThree related but distinct objects, often confused because they describe stages of the same relationship: Lead The raw prospect record — contact info, which Market/Vendor/Product it came from, its Status/Sub-Status, and…Lead Status vs. Sub-StatusStatus vs. Sub-Status Every lead has both a Status and a Sub-Status — two distinct, separately-tracked fields, not one field with two names. Status is one of 5 fixed top-level stages: Fresh — newly arrived, not yet…Opportunities ExplainedAn Opportunity is a time-boxed hold on a lead, not a separate object you browse in a list of its own — internally it's called a "reservation," always tied to exactly one lead. One live claim per lead, with a full…How to Log a Note or Activity on a LeadPost a note to a lead's communication timeline. Before you start An existing lead. Steps 1. Open the lead record. 2. Click the Communications tab (or click Note in the top action bar — both open the same place). 3. On…How to Approve or Deny an Opportunity RequestNaming note: the action shown in the UI as "Deny Opportunity" is controlled by a right named Delete Opportunities in Roles — not "Deny." If you're setting up roles, look for that name. Review, approve, deny, or close a…How to Assign a Lead to a TeammateNote: the lead detail page has a "More" menu item called "Assign Owner" — it's a placeholder that just shows a "coming soon" message and does nothing. Use the Assignment card described below instead. If you need to…How to Bulk-Reassign LeadsMove a batch of leads to a different team member in one action, from the Lead Browser. Before you start The right to manually reassign leads. (Different from the single-lead Assignment right — this is a separate, more…How to Change a Lead's StatusMove a lead to a new Status and Sub Status. Before you start An existing lead. Steps 1. Open the lead record. 2. Click the status control next to the lead's name at the top of the page (shows the current status, for…How to Create a LeadManually create a new lead record in KamoUniverse. Steps 1. In the left sidebar, click Leads. 2. On the Lead Browser page, click + Add Lead in the action bar. 3. Select a Lead Market from the dropdown (for example,…How to Edit a Lead's InformationNote: there is no client-side validation on these edit fields — you can save a card with fields blanked out. Don't describe validation rules here that only apply to lead creation. Update a lead's contact info, address,…How to Find Available Leads and Check Your CreditsClaim a lead from the shared pool for a vendor product you have credits for, and see your own credit balance while you're there. Before you start The right to spend/receive lead credits. Steps 1. From the Leads action…How to Release a Lead Back to the FloorNote: this doesn't let you pick who gets the lead — it releases it into the live pool for any available agent to claim. If you want to hand a lead to a specific person, use How do I assign a lead to a teammate? instead.…How to Link a Lead to an AccountNote: the lead detail page's "More" menu has a "Convert" item — it's a placeholder that just shows "coming soon" and does nothing. There is no lead-to-account conversion. The real mechanism is linking a lead to an…How to Manage Lead Credit AllotmentsNote: this answers the question-bank item "How do I set up lead distribution for users?" — there's no separate distribution/routing engine to configure (see Lead Credits Explained). This credit-allotment screen is the…How to Reserve an OpportunityRequest to reserve (hold) a lead as an opportunity while you work to close it, optionally sharing commission with colleagues who helped. Before you start An existing lead you're actively working. Steps 1. Open the lead…How to Schedule a Callback on a LeadSchedule a future callback reminder tied to a lead. Before you start An existing lead. Steps 1. Open the lead record. 2. Click Callback in the top action bar. 3. Enter a date and time for the callback and confirm. What…How to Search and Filter Your LeadsNote: this article merges three question-bank questions ("search/filter leads," "view leads across markets," "view individual lead markets") — they turned out to be one feature, not three. Also: the underlying code has…

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Comptes

Un compte est un client établi - une entreprise ou une personne avec laquelle vous faites déjà des affaires. Lorsqu'un plomb est une possibilité, un compte est une relation, et le record est construit pour conserver…

Formulaires personnalisés

Un formulaire personnalisé est un ensemble de questions supplémentaires attachées à un marché, posées quand quelqu'un y crée une avance. Les pistes solaires ont besoin de l'âge du toit; les pistes d'assurance ont besoin…

Étiquettes de statut

Chaque piste passe par les mêmes cinq étapes. Leurs noms sont à vous de changer. Si votre équipe dit "Travailler" où KamoUniverse dit "Reckoning", renommer. L'étape se comporte toujours de façon identique; seul le mot…

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Plombs

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