Ideal Textile Lead Setup
1.1 Ideal Setup Checklist
- Custom fields for fabric type
- Status stages clearly defined
- Recurring enabled for regular buyers
- Sources properly maintained
- Branch rules automated
Common Mistakes
- Too many statuses
- Not defining source properly
- Not activating recurring for repeat buyers
- Not using custom fields
Final Checklist (Lead Settings)
- Custom fields created
- Status pipeline finalized
- Source list clean
- Assignment rule set
- Recurring enabled if required
