Settings
Channels, pipelines, custom fields and data controls.
Pipelines
2
configured
Custom fields
7
in use
Connected channels
3
WhatsApp, email, SMS
Data exports
1
this month
Weekly contacts vs leads
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Attribution by source
Directory profile41%
QR codes22%
Campaign links18%
Contact-gain rooms12%
Referrals7%
Configuration
Demo data
| Setting | Value | Scope |
|---|---|---|
| Default pipeline | Sales — repair jobs | Business |
| Lead assignment | Round robin | Team |
| Auto acknowledgement | On — 30 second delay | |
| Stale lead threshold | 24 hours | Automation |
| Data retention | 24 months | NDPR |