Lead Details Tab

The Details tab appears in the Lead Detail view. This tab contains specific information about the lead. You can edit the information at any time by clicking in a box and typing new information, or selecting from a list of available items.

Your workspace may be different depending on your access rights or if your installation has been customized.

Box	Description/Action
Last Call Date	The date that the lead was last called.
Next Call Date	The next date that the lead will be called.
Status	The status of the lead within your organization.
Priority	The lead's priority. Click the drop-down arrow and select an item from the list
Credit Rating	The lead's credit rating. Click the drop-down arrow and select an item from the list.
LeadID	Displays the lead's ID number that is automatically generated by Infor CRM. You cannot change this number.
Import Source	Displays a value if the lead information was imported from another source.
Assigned Date	The date that the lead was assigned to the owner.
Owner	Person or team within your organization that has access to the lead. Click the Find button to find the person or team within your organization that has access to the lead.
Acct. Mgr	Person or team within your organization that manages the relationship. Click the Find button to find the person or team within your organization to manage the lead relationship.
Employees	Number of people employed by the lead. Click the drop-down arrow and select an item from the list.
Yearly Revenue	Total yearly sales in thousands of dollars for the lead. Click the drop-down arrow and select an item from the list
Create User, Create Date	The name of the user that created the lead and the date it was created.
Modify User, Modify Date	The name of the user that modified this lead and the date it was modified.
Time Zone	The time zone where the lead is located. Click the drop-down arrow and select from the list. Click Show Local to display the local time for the lead.
Show Local Time	The current time where the lead is located. The time displays based on the value selected in the Time Zone box.

To edit the Details Tab

1. From the Lead Detail view of the lead you want to change, click the Details tab.
2. When your edits are complete, click Save.

Related Topics

Leads Overview