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Lead and Contractor Categories


Lead and contractor categories in ELMA define the contractors and leads displayed for different system users, depending on their access permissions. You can create rules for automatic category assigning.

Working with lead and contractor categories

Fig. 1. "Category List" object

Creating categories

To create a lead and contractor category, click Create on the Category List object page (fig. 2).
Fig. 2. "Category List" object. "Create" button
Fill in the required fields on the opened page (fig. 3) and click Save.
Fig. 3. Category creation form
Name * – name of the created category. This field is required.
Class Type – type of the created category:

Access Settings

You can assign access permissions to contractor and lead categories in Administration – Users – Access Settings – CRM or Administration – CRM+ – Access Permissions, Contractor Category and Lead Category units (fig. 4).
Fig. 4. "Administration – CRM+ – Access Permissions". "Contractor Category", "Lead Category" units
You can add user groups, for each category and configure their access permissions:
These settings will function correctly, only if you have granted full access to the Administrators group. If the All Users groups also has full access to the CRM section, the system will not consider the categories settings (fig. 4) since all the system users will have access to contractors and leads.

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