Domain Configuration

Lead Domain Configuration – Manage Your Lead Sources Efficiently

Lead domain configuration helps you control and monitor the domains associated with your leads, keeping your data organized and your workflows consistent.

Where to View Domain Configuration – Quick Access

• Finding and reviewing your lead domain settings is simple:

What You Can Do Here

1. Click Settings in the top-right menu.
2. Select Preferences from the dropdown.
3. Navigate to Lead and then choose Domain Configuration to view or adjust your settings.

Pro tip: Regularly reviewing domain configurations ensures accurate lead tracking and prevents misrouted or duplicate entries.

Edit Domain Configuration – Keep Your Settings Up to Date

Managing domain settings is simple and ensures smooth lead tracking.

What You Can Do Here

• Preferences ➔ Lead ➔ Domain Configuration
• Access and modify your domain settings as needed.
• Ensure all configurations are correct for seamless lead management.

Pro tip: Periodically review domain settings—accurate configurations prevent errors and improve workflow efficiency.

Edit Domain Settings – Quick and Easy

Making changes to your domain configuration is straightforward and efficient.

What You Can Do Here

• Click the Edit button.
• Update your domain settings as needed.

Pro tip: Only edit the necessary fields—keeping changes precise ensures accuracy and avoids configuration errors.

Update Domain Configuration – Save Your Changes

Modifying your domain settings is simple, and the portal ensures your updates are securely saved.

What You Can Do Here

• Change the domain configuration according to your requirements.
• Click the Save button to store your updates.

Pro tip: Double-check all changes before saving to ensure accuracy and prevent configuration issues.

How to Copy the Domain Configuration

Copying your lead domain configuration allows you to quickly replicate settings, saving time and ensuring consistency across leads.

Accessing the Domain Configuration

1. Click Settings in the top-right menu.
2. Select Preferences from the dropdown.
3. Navigate to Lead > Domain Configuration to access your current setup.

Pro tip: Use copying when setting up new domains with similar rules—this keeps your workflow consistent and reduces manual effort.

Copy Link – Quick and Convenient

The portal lets you easily share important links with just a click.

What You Can Do Here

1. Click the Copy icon to copy the link to your clipboard.
2. Paste it wherever needed for easy sharing with team members or clients.

Pro tip: Always verify the copied link before sharing to ensure it directs to the correct resource.