铅 — Help Center

1 分钟读取更新 September 2, 2026

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在本节中

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 KamoCRM. 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, KamoCRM…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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账户

一个账户是一个固定的客户——一个已经与你做生意的公司或个人. 凡有铅为可能,则有帐为关系,而所造之记录以一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地一地…

自定义窗体

定制表格是一系列附加于市场的附加问题,当有人在其中创建了线索时被问到. 太阳线索需要车顶年龄;保险线索需要车辆详细信息;标准线索记录上也无此规定. 你会在这里找到的自定义表解——一个表解是如何从堆栈和字段中构建出来的,而一个字段标识符必须遵循的规则. 如何设置自定义表格——建一. 如何编辑或删除自定义表格——同时注意:删除是永久的,没有归档. 第一次调整结构在构建前读取概念文章. 一种形式是一组堆栈,每个堆栈都持有字段.…

状态标签

每条线索都经过同样的五个阶段. 他们的名字要换了如果你的团队说"工作" 卡莫CRM说"记录"的地方,重新命名它. 舞台上的行为仍然相同;只有屏幕上的单词会改变,它会立刻改变你组织中的每一个人. 你会在这里找到的如何重命名您的状态标签 —— 唯一的屏幕, 包括如何将所有内容放回默认值。你不能改变的五个阶段本身, 和它们的子状态。不能增加第六个阶段,取出一个你不用的阶段,或者重新排序. 这是一个产品决定,而不是一个设置,…

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铅

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账户

自定义窗体

状态标签