Lead Settings¶
Reference Mask¶
When using the lead system there is a field for adding a reference to each lead item. Here we can use the Reference Mask to create automated inputs using pre-generated titles or by taking reference from other input fields in the sales data.
You can customise the reference by using any text and the fields below.
| Field | Description |
|---|---|
| {{ number }} | The next available lead number |
| {{ code }} | The new lead's department code field |
| {{ name }} | The new lead's name |
For example, assuming you have a department with the code SUPPORT a reference mask of...
ZE-{{ code }}-{{ number }}
Would become...
ZE-SUPPORT-1000
Using Twig¶
This reference system also allows you to use the full functionality of the Twig template. For more information on using twig see their documentation.