Lead Settings let you configure the qualification levels, acquisition sources, and defaults used across the Leads module.
How to Open Lead Settings #
Go to Hive CRM → Settings → Lead Settings.
Lead Levels & Temperature #
Lead Levels are color-coded qualification stages shown as badges throughout the CRM (for example Hot Lead, Warm Prospect, Cold Outreach) and used as the columns of the Leads Kanban board.
To add a level:
- Under Lead Levels & Temperature, enter a name (for example “Hot Lead / Urgent”).
- Choose a badge color.
- Click Add Lead Level.
Click the delete icon next to a level to remove it.
Lead Acquisition Sources #
Lead Sources track where a lead came from (for example Organic Search, LinkedIn, Referral, Google Ads, Cold Email).
To add a source:
- Under Lead Acquisition Sources, enter a name.
- Click Add Lead Source.
Lead Defaults & Automation #
Use this section to set the values HiveCRM applies automatically when a lead is captured without an explicit level or source — for example, leads submitted through a connected form.
- Default Lead Level — the qualification level assigned to new leads when none is specified.
- Default Lead Source — the acquisition channel tagged on new leads when none is specified.
Choose your defaults and click Save Lead Defaults.
