# Settings

The Settings section in NeoDove enables you to **configure** the mobile app and **customize** it based on your preferences.

{% hint style="success" %}
**Note:** Changes made to the settings on the web portal are **automatically synchronized** and **reflected** in the mobile application.
{% endhint %}

## Steps:

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1. Log in to your **NeoDove account** ([ https://connect.neodove.com/](https://app.neodove.com/) )
2. Navigate to the **Settings option** located at the bottom-left corner of the screen on the **Dashboard**.

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3. A page will appear with ten sections:

* USERS
* PREFERENCE
* ACCESSIBILITY
* PIPELINES
* PROFILE
* ROLES AND PERMISSIONS
* AUTOMATIC REPORT
* MANAGE COLUMNS
* RETRY SETTING
* LEAD PRIORITY

## Let us learn the different sections and how to configure it.

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### Users:

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This section of the NeoDove platform **allows** to view, add, and manage all user accounts associated with their account, providing a centralized hub for user management tasks.&#x20;

Admin can easily add new users, update existing user details, and assign roles or permissions as needed, **streamlining** the process of managing account access.

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### Preference:&#x20;

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The preference section is now **divided** into two parts:

* Lead Duplicacy Settings
* App Settings

**Lead Duplicacy Setting** - Lead duplicacy setting allows you to configure how the system checks for duplicate leads during uploads.

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Lead Duplicacy Settings is again **divided** into two parts:

1. **Global Lead Duplicacy Setting:** This setting enables lead duplicacy to be checked globally across all pipelines and campaigns. When enabled, lead duplicacy will be verified for all pipelines and campaigns. All campaigns will automatically follow the preference set, which can only be changed by you or someone with Admin access.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FXRP5oUmtmXJuQlx2Pt1F%2FGlobal%20Lead%20Duplicacy%20Setting.png?alt=media&#x26;token=bafe4244-c02b-4572-80e5-93df81149657" alt=""><figcaption></figcaption></figure>

2. **Campaign Wise Lead Duplicacy Setting:** This setting ensures that lead duplicacy is checked on a campaign-wise basis. Each campaign will have its own separate duplicacy settings.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FqqjikvEivG2nutZ0gxWb%2FCampaign%20Wise%20Lead%20Duplicacy%20Setting.png?alt=media&#x26;token=bbae3aaf-8050-48a5-ad1d-21f737c8cce4" alt=""><figcaption></figcaption></figure>

In the "**App Settings**" section, you'll find the following **options**:

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1. **Time to Notify Manager If Executive is on Break:** This option allows you to set up **break time** for users. If a user exceeds the specified break time and doesn't resume their calling, the admin will be **notified**.
2. **Enable automatic call dialing:** This option enables or disables the automatic dialing feature. You can also set **time intervals** for the NeoDove application to make calls automatically. **For instance**, if you set the time interval to 5 seconds, the application will automatically make a call to the lead within 5 seconds after it appears on the screen.
3. **Followups to be mandatory for not connected calls**: This feature **enables** mandatory follow-up for not connected calls, requiring users to **specify** a follow-up date to dispose of the lead effectively. It ensures that all leads are **properly managed** and followed up on, improving lead conversion rates and overall sales effectiveness.
4. **Assign Scheduled Lead of a User to another User:** This option allows leads scheduled for a user who is unavailable to be **automatically reassigned** to another user after a specified duration.
5. **Display contact number on the lead:** This option allows you to enable or disable the display of the lead's contact number to your sales executive. **For example,** if you don't want your sales executive to see the lead's number, you can disable this setting. This feature is also called ‘**Number Masking**’. It has been now moved to "**Roles and Permissions**" option.
6. **Display Start Calling button:** This option allows you to enable or disable the "**Start Calling**" button from the mobile application. **For example**, if you don't want your sales executive to have the option to conduct a campaign-wise calling process, you can disable this setting.
7. **Display additional lead properties:** This option enables users to see all the properties and details of leads that have been **merged** in a campaign.
8. **Allow dispose lead without Follow-up:** The "**Disable Mandatory Follow-up**" option allows you to dispose of connected call leads without requiring a mandatory follow-up. This makes the follow-up option **optional** as needed.
9. **Allow to Listen Contact History Call Recording:** This option allows users to **listen** to call recordings of their calls from the **contact history** option, but it is applicable only in the **Web App**.
10. **Hide Contact History for Open Leads with check-box:** In the case of **Close leads**, when we set up the lead duplicity as "**merge duplicate and reopen close leads**", the leads are merged, reopened from the closed stage, and all details become visible in the **contact history**. This option enables **hiding** the contact history of those close leads that are reopened after **merging**.
11. **Choose Currency:** Users can set up a **preferred currency** in the system, ensuring that deal amounts entered via the User portal during **disposition** are recorded in the chosen currency. This **streamlines** data entry processes and ensures **consistency** in currency handling across the platform, **facilitating** accurate reporting and analysis.
12. **Choose email provider to html email setup:** This feature enables the **configuration** of a centralized email address, serving as the sender for all outgoing emails to **customers** across all users within the system. **Centralizing** email communication streamlines branding consistency and ensures that customer correspondence appears unified and professional.

### Pipelines:

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In the pipeline section, users can configure the **lead journey** according to their business process or model, **setting up** stages, tags, and transitions to align with their **requirements**.&#x20;

This **customizable setup** allows for flexibility in **adapting** to changing business needs and **optimizing** lead management workflows as necessary.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FmaUli29LLsNmTN1C1Gk8%2FPipeline.png?alt=media&#x26;token=29b121e0-28ef-40f5-822d-a0dac540fad3" alt=""><figcaption></figcaption></figure>

### Profile:

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The Profile section serves as a **repository** for crucial organizational information, **including** company details, tax information, and user working hours management.&#x20;

It provides admin with **easy access** to essential data and settings necessary for effective operation and compliance within the **organization**. It can be easily **customizable** as well.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FF4PRB8vVTLsEml7G0wJ0%2FProfiles.png?alt=media&#x26;token=f077fd35-051a-457a-863c-60bcc5557984" alt=""><figcaption></figcaption></figure>

### Roles and Permissions:

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This option enables the **configuration** of roles and permissions for users across different **hierarchical levels** within the organization.&#x20;

While **default** roles and permissions are provided, they are fully **customizable**, including the ability to edit default role names or create new roles with specific permissions tailored to **organizational needs**.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FPSGB30UeubPY89BSiOwh%2FRole%20and%20Permission.png?alt=media&#x26;token=b6e9bd44-0819-4c66-9e64-07dd19a8ed5e" alt=""><figcaption></figcaption></figure>

### Automatic Call Report:

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This option enables you to **receive reports** of your telecaller's productivity and the progress of your leads.&#x20;

You can set the **frequency** to daily, weekly, or monthly.&#x20;

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The reports are **automatically triggered** from the backend to the **Org Admin's** registered email ID and contact number based on the **specified frequency**.
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### Manage Columns:

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This option enables the selection of **default lead properties** and the customization of which **custom contact properties** are visible as columns in the **lead summary** on the dashboard.&#x20;

These settings also **extend** to report downloads, ensuring that only relevant lead information is included in **reports** based on user preferences.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F5VEn566gxrx86c1WuArW%2FManage%20Columns.png?alt=media&#x26;token=3d780285-4a2c-4562-bd9c-d8824c75f4ce" alt=""><figcaption></figcaption></figure>

### Retry Settings:&#x20;

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In the "**Retry Settings**" section, you'll find the following **options**:

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1. **Did not pick:** To modify the frequency and time intervals for retrying calls when they are not picked, you can adjust the settings. To disable this feature, swipe the toggle button to the left, next to the "Did not pick" option.
2. **Busy in another call:** To adjust the frequency and time intervals for retrying calls when the line is busy with another call, you can modify the settings. To disable this feature, swipe the toggle button to the left, next to the "Busy in another call" option.
3. **User disconnected the call:** To modify the frequency and time intervals for retrying calls when the user disconnects, you can adjust the settings. To disable this feature, swipe the toggle button to the left, next to the "User disconnected the call" option.
4. **Switch off:** To adjust the frequency and time intervals for retrying calls when the user's phone is switched off, you can use this option. To disable this setting, swipe the toggle button to the left, next to the "Switch off" option.
5. **Out of Coverage area / Network issue:** To modify the frequency and time intervals for retrying calls when the user is in an out-of-coverage area or facing network issues, use this option. To disable this setting, swipe the toggle button to the left, next to the "Out of coverage area/ network issue" option.
6. **Call not connected / can not be completed:** To adjust the frequency and time intervals for retrying calls that were not connected or could not be completed, utilize this option. To deactivate this setting, swipe the toggle button to the left, next to the "Call not connected/ cannot be completed" option.
7. **Other Reason:** To modify the frequency and time intervals for retrying calls marked as "Other Reason," use this option. To deactivate this setting, swipe the toggle button to the left, next to the "Other Reason" option.
8. **Incorrect / Invalid number:** To adjust the frequency and time intervals for retrying calls marked as "Incorrect/Invalid Number," use this option. By default, it is kept disabled, but if you wish to enable this setting, swipe the toggle button to the right next to the "Incorrect/Invalid Number" option.
9. **Incoming calls not available:** To modify the frequency and time intervals for retrying "Incoming calls not available," use this option. By default, it is kept disabled, but if you wish to enable this setting, swipe the toggle button to the right next to the "Incoming calls not available" option.
10. **Number not in use / does not exists / out of service:** To adjust the frequency and time intervals for retrying "Number not in use / does not exist / out of service" calls, use this option. By default, it is kept disabled, but if you wish to enable this setting, swipe the toggle button to the right next to the corresponding option.

All the above listed not connected reasons can be **edited** as well to bring more relevance to whatever process your Organisation have been **following** before switching to NeoDove.&#x20;

**For e.g.,** what we call Did Not Pick and Call Not Connected could just mean DNP for your users since till date that's how they have been managing the status of their calls.&#x20;

Just beside of every not connected reasons there are **three dots** and post clicking on that, two more options appear; **Edit & Disable**. You can click on the **edit button** if you want to change any of the particular reason or improvise it.

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The not connected call reasons **retry functionality** is highly flexible and can be customized to your requirements. **For instance**, you can schedule the first retry to occur 1 hour after the initial call, and the second retry to occur 1 day after the previous retry. This **helps** avoid annoying your leads while ensuring a **logical retry approach**.

Just beside all of the not connected reasons, a **setup option** appear under the **Logic section**. So, it needs to be clicked to setup the **logic** for any of the particular not connected reason.&#x20;

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FG8WJNRBiJKWc2amDvZFX%2FVariable%20Retry%20Setting.png?alt=media&#x26;token=d72acdd2-2a23-439c-a68a-b242d5581d8e" alt=""><figcaption></figcaption></figure>

### Leads Priority:

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This option allows users to **customize** lead priorities according to their requirements by using a **drag-and-drop** interface to reorder them.&#x20;

**Prioritizing** leads in this manner enables **efficient lead distribution** to users based on their importance or urgency, **optimizing** workflow and resource allocation.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FX5B1YLdSF6V8rIm2Jk8R%2FLead%20Priority.png?alt=media&#x26;token=ee0eaec9-561b-4ac6-8af1-ba2b366ffd24" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
In any section, after making customizations, users can **save** their changes by clicking on the "**Save changes**" option located at the top right corner of the screen.&#x20;

This action **ensures** that all updates and modifications are properly saved and applied within the **system**.
{% endhint %}