Lead Type Tabs and Properties Lead Type Tabs and PropertiesThe Lead Type Object is a Global Object in Talisma. The tables in this topic describe the Properties available in the various tabs of the Lead Type Object.
The Lead Type Object contains the following tabs:
Before reading the descriptions in this topic, see Using Property Tables in Talisma Client Help.
The text "TBA" in the last column of the table refers to Talisma Business Administrator.
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Note In a scenario where your organization has integrated Talisma CRM with an SIS, values of Properties will be automatically updated when Talisma CRM is synchronized with the SIS. |
The Properties tab contains system Properties. It also contains custom Properties created for the Lead Type Object.
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Property (* indicates that the Property is mandatory) |
Description |
Value Updated by (Talisma/User)
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Property Can be Edited/Deleted in TBA
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External SIS ID |
A unique identifier for the corresponding Lead Type in the SIS. |
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Name * |
The name of the Lead Type. For example, Walk-in. |
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Owner |
The Talisma user who created the Lead Type. By default, the User who creates the Lead Type is its owner. |
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Created On |
The date and time when the Lead Type was created. |
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Cannot be edited or deleted. |
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Last Updated |
The date and time when the Lead Type was last modified. |
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Cannot be edited or deleted. |
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Code * |
The unique ID for the Lead Type. |
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Active * |
This Property can have one of the following values: • Yes - Indicates that the Lead Type Object item is displayed when you search for the Lead Type Object item in the Lead Type field of a related Object. • No - Indicates that the Lead Type Object item is not displayed when you search for the Lead Object item in the Lead Type field of a related Object. |
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Cannot be edited or deleted. |
This tab lists the actions performed on the Lead Type. For example, if a Lead Type is categorized, this action is recorded as an event in the history of the Lead Type. To specify the events to be displayed in this tab, select Options from the Tools menu. In the Options dialog box, set the required Lead Type Event options from the Event tab.
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Note When Talisma is installed afresh, audit is disabled for all events and Properties. Hence, audit records will not be displayed in the History tab. For more information about enabling or disabling audit, see Business Administrator Help and Installation Manager Help. |
This tab lists the Categories created for the Lead Type Object. From this tab, you can categorize the Lead Type by selecting one or more Categories.
This tab lists the Leads associated with the Lead Type. From this tab, you can view details of a selected Lead in the Lead window. For information about the Properties displayed in this tab, see “ Lead Tabs and Properties”.
This tab lists the Contacts associated with the Lead Type. From this tab, you can view details of a selected Contact in the Contacts window. For information about the Properties displayed in this tab, see “ Contact Tabs and Properties”.
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Last Updated: 9/16/2019
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