Business automation

Configure workflow automation, scheduled tasks, follow-up, webhooks, cadences, recall, WeCom group reminders, lead settings, and recycle policies.

Lead settings

Configure open-pool rules and the lead qualification survey template.

Daily claim limit

Idle recycle, hold limits, and duplicate matching live on the automation policy page. Lead recycle policy

Lead qualification survey

Pick an EMS Template (Survey category). Prefer templates with BANT/CHAMP/MEDDIC field names for scoring.

Qualification template