Lead Severity Documentation

Lead Severity Lead Severity is used to manage lead severity level data throughout the system for categorizing and prioritizing leads based on their importance and urgency in the lead management module. These severity levels help standardize and organize lead classification, enabling proper prioritization and resource allocation for lead follow-up activities systematically across the platform.

Accessing Lead Severity

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side.
2. Under the Lead Management section, click on Lead Severity

Navigating to Lead Severity in Settings

Managing Existing Lead Severity The Lead Severity page displays all lead severity levels in a table with:

• Lead severity name (English and Arabic)
• Status
• Edit action button

You can:

• Add new lead severity levels by clicking the Add New button in the top right corner
• Search across all columns to find specific lead severity levels
• Edit a lead severity level by clicking the edit button in the action column
• Change status by editing and updating the active toggle

Existing Lead Severity Grid View

Adding a New Lead Severity

1. On the Lead Severity page, click the Add New button in the top right corner
2. In the form, enter:
   • Lead Severity (English): Enter the lead severity name in English
   • Lead Severity (Arabic): Enter the lead severity name in Arabic
   • Active: Toggle button set to "Active" (default) or "Inactive"
3. Click Submit to create the new lead severity

Adding a new Lead Severity