General settings. Initial Kanban setup.

If the toggle is off — Leads will not be tracked in the Kanban.

Trial (notification to manager 3 hours before)

This item creates a robot that notifies the manager 3 hours before a trial Class.

After enabling:

• an automatic rule is created in the section "Robots → Internal notifications (Роботы → Внутренние уведомления)";
• the manager receives an advance reminder;
• the risk of forgotten trial Classes is reduced.

Suitable for quality control of client interactions.

Lead not processed > 3 hours

If you enable this item, a notification is created when a Lead remains in the stage "Unsorted (Неразобранные)" for more than 3 hours.

This helps to:

• not lose new inquiries;
• control the managers' response speed;
• maintain a high level of service.

New Lead (notification)

Creates a notification when a new Lead appears in the stage "Unsorted (Неразобранные)".

After enabling the manager receives a signal about the new inquiry.

Important to consider:

• These toggles automatically create robots in the section "Robots → Internal notifications (Роботы → Внутренние уведомления)". If necessary, the rules can be further edited there.

3. Lead creation

This block defines how the system will create new Leads.

Check against CRM database

If "Check against CRM database" is enabled, the system checks whether a client with that phone number exists.

This protects the system from duplicates.

If the client is found in the CRM

The dropdown allows you to select the system's behavior.

For example:

• Create a new Lead — a new deal is always created.
• Alternative option (if another is selected) — you can work with the existing card.

The choice affects whether a duplicate deal will be created.

Stage for a new Lead (general) 

Here you specify the stage into which each new Lead will fall.

For example: "Not processed (Не обработан)".

This is important for:

• proper functioning of notifications,
• analytics,
• control of processing speed.

Use active deal

If you enable this item, the system does not create a new Lead if the client already has an active deal.

This helps to avoid duplication, not confuse managers, and keep the sales funnel clean.

Important to consider

• Changing the stage for new Leads affects all future inquiries.
• Disabling the database check may increase the number of duplicates.
• Notification robots are created automatically and are displayed in the section "Robots (Роботы)".
• Using an active deal prevents the creation of parallel deals for the same client.