Overview
Each Sales Record has a Lead Temperature that indicates how much time has passed since its creation date. As the record ages, its temperature and color in the Lead List and Sales Dashboard changes from hot to warm to cool to cold.
The system automatically assigns temperatures by default, but you can let your users manually set them for each Sales Record. Learn how to configure your account’s Lead Temperature settings in this article.
IN THIS ARTICLE
How to edit Lead Temperatures
- Go to Settings.
- Navigate to the Sales > Lead Temperatures setting and select the ‘EDIT’ button.
- Modify the time period for each temperature as you see fit.
- You can choose from days, weeks, months, or years.
- Save after making changes.
How to set Lead Temperatures manually
In Lead Temperature settings, check the ‘Check Box to Manually control the Temperature Settings for All Leads’ checkbox and save.
Upon saving, a ‘Temperature’ field will appear on all Sales Records. Users may set or change the temperature of any Sales Record.