Published at: 2026-09-17

Configure lead intake rules

Configure the base standards for import, customer-search-to-Lead conversion, and Lead Pool handoff.

Overview

Lead intake rules standardize how external Leads enter CRM. Administrators confirm Basic Settings, fields, Duplicate Rules, and import templates. They also confirm the customer-search conversion limit and Lead Pool handoff model to reduce dirty data and duplicate Leads.

Before you begin

[!IMPORTANT] - Role permission: CRM administrator or Lead operations administrator. - Version requirement: The customer search feature must be purchased separately. - Prerequisite configuration: Sales Lead object fields, Lead Pool, and Duplicate Rules are configured.

Configure import intake

In CRM Management > Standard Object Management > Sales Lead, confirm required Lead fields and page layout.
In Lead Pool Management, confirm that the Lead Pool for imported Leads is created.
In the import template, distinguish between Sales Lead import and Lead Pool import.
Based on business needs, confirm whether import triggers update workflows.
Tell business users to select the correct object and import mode in the import wizard.
After import finishes, review the import record, successful results, and failure details.

Configure customer-search-to-Lead limits

In the backend menu, open Customer Search Rule Settings.
Click Create to create a rule that limits the number of Lead conversions.
Select the applicable member scope in the rule.
Set the daily Lead Quantity conversion limit.
Click Submit.

Rule reference

Members outside all rules have a default Lead conversion limit of 10 records per day.
If the same member matches multiple rules, the lower limit takes effect.
Duplicate checks in customer search use the Duplicate Rules of the Sales Lead object.
When users convert customer-search results to Leads, they must select contact information and generate a Sales Lead.

Validation

Import a test Lead with the correct template and confirm that the Lead is created in the expected location.
Convert customer-search results to Leads and confirm that the system blocks further conversion after the daily limit is exceeded.
Run duplicate detection for the same company and confirm that results match the Sales Lead Duplicate Rules.

Notes

[!NOTE] Backend paths for other external intake configurations depend on your tenant. Verify those settings in the current product interface before configuring them.