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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.