What every organisation setting does, section by section.
Everything here is per-organisation, under Settings in the app. A few
sections are managed by your Syft admin (marked admin-managed) — you’ll see
them but may not be able to edit them.
General
Setting
What it does
Org slug
Your organisation’s short identifier, used in webhook URLs and the inbound email address. Fixed at creation — it can’t be changed.
Display name
How the organisation appears in the UI. Defaults to the slug if blank.
Enquiries inbox
The marketing enquiries email (e.g. enquiries@acme.com). This is the To address on the email enquiry link — where the customer’s email lands.
Internal email (transitional)
An existing address that currently receives enquiries (e.g. sales@acme.com), added as a second To on the mailto link. Remove it once the enquiries inbox is fully live.
Lead code prefix
Short prefix for lead references — a prefix of ACME produces ACME-000001, ACME-000002, … Defaults to the org slug.
Notification recipients
Setting
What it does
Email notifications
Master switch for automatic emails when leads qualify or need review (admin-managed).
Recipients
Add team members and choose per person which alerts they get (qualified-lead alerts, review requests). Each lead sends one email per recipient.
Email branding
Setting
What it does
Logo
Appears in the header of notification emails. PNG, JPEG, WebP or SVG, max 2 MB.
Brand colour
Hex colour for the email header background and buttons.
Webhook secrets (admin-managed)
Each intake webhook (form, call tracking, email, import) authenticates with a
secret embedded in its URL. Regenerating a secret invalidates the old URL —
update the webhook in the source system straight after saving. The
Setup Guide always shows URLs built from the
current secrets.
Scoring thresholds
Setting
What it does
BANT threshold
Score needed to qualify from a form or email (0–100, default 65).
Call threshold
Score needed to qualify from a phone call (0–100). Compared against the call score — see Call tracking.
Hot MQL threshold
Score at or above this flags the lead Hot (default 75).
Monthly MQL target
Target number of qualified leads per month, shown on reports.
Auto-junk categories
Which call categories are automatically junked at arrival: recruitment, sales pitch, supplier, tender, wrong number, no conversation.
CTM tracking number map
Labels each call-tracking number with a named source (e.g. “Google Ads”, “Google My Business”) for reporting.
BANT scoring map
The full editor for your scoring map: every dropdown
option and its points, per category.
Presets — load General (standard) or Training provider as a
starting layout, then edit freely. Loading a preset replaces the current
rows (nothing is saved until you press Save).
The 100 rule — the top option in each category must sum to exactly 100
across categories; the editor shows a live total and won’t let you drift.
Empty categories score 0 — a form that doesn’t ask about, say, role
simply skips those points.
Wildcard rows — a * row scores any non-empty answer; shown in the
editor as “any answer entered scores full points”.
Integrations & export (admin-managed)
Setting
What it does
Slack webhook URL
Posts a Slack message when a lead qualifies or is sent to sales.
Zapier webhook URL
If set, the manual “Send to Sheet” button on a lead POSTs its data here.
Export API key
Authenticates the export API. Generate once, then use the pre-built Sheets formulas shown beneath it. Regenerating breaks existing formulas.
Google Ads — Offline Conversions (admin-managed)
Setting
What it does
Google Ads Account ID
The account running your ads (shown top-left in Google Ads).
Manager (MCC) ID
Only needed if the account sits under a manager account.
Restatement conversion action
Your existing tag-fired conversion — its value gets updated from zero to the real quote/order amount. The main integration.
MQL conversion action
Uploaded automatically when a lead qualifies.
Quote / Won fallback actions
Optional — used only for leads without a transaction_id, creating a new conversion instead of restating.
Leave the whole section blank to disable the integration. Full walkthrough:
Google Ads integration.
