Caps are a way of limiting the number of leads or the value of leads a client can receive over a period of time.
A cap can either be for an account or an account contract.
Both can be added and edited in their respective settings.
Cap name | Short explanation |
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Lead based invoice period | counts the leads over the period of the invoice (found in account settings) |
Lead based since start of day | counts the leads since the beginning of the day of the account |
Lead based since start of week | counts the leads since the beginning of the week of the account |
Lead based since start of month | counts the leads since the beginning of the month of the account |
Lead based the last 24 hours | counts the leads in the last 24 hours from the moment a new lead arrives |
Lead based the last 7 days | counts the leads in the last 7 days from the moment a new lead arrives |
Lead based the last 30 days | counts the leads in the last 30 days from the moment a new lead arrives |
Turnover based invoice period | counts the value over the period of the invoice (found in account settings) |
Turnover based since start of day | counts the value since the beginning of the day of the account |
Turnover based since start of week | counts the value since the beginning of the week of the account |
Turnover based since start of month | counts the value since the beginning of the month of the account |
Turnover based the last 24 hours | counts the value in the last 24 hours from the moment a new lead arrives |
Turnover based the last 7 days | counts the value in the last 7 days from the moment a new lead arrives |
Turnover based the last 30 days | counts the value in the last 30 days from the moment a new lead arrives |