Manage Lead Name Master feature enables you to dynamically replace the lead name (e.g., Lead) with a selected name (e.g., Opportunity) across the system. This update reflects across the Lead module header and all associated data, ensuring consistent terminology throughout the system.
To configure Lead Name in the Master, proceed by following the steps outlined below:
- Click on the Profile picture and select Administrator from the drop-down menu.
- Click on Master Data from the left navigation panel.
- Under the Lead, select Manage Name.
Administrator - Master Data - Manage Name
- Enable the Lead Name toggle and select a name from the drop-down.
- Click Save.
Note: The Lead Name will be updated throughout the system as per the selection made.
Information: Clicking the eye icon redirects to the system audit log page, while the refresh icon updates data.
Master Data – Manage Name – Lead Name