Lead Information Fields
The following table describes the default information fields:
Field | Description/Action |
---|---|
Name | Lead’s full name. Click
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Company | Lead's company name. |
Web | Web address for the lead. Click the field, and specify any
changes. To open the lead's Web site, click
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Title | Lead’s title within the company. Click the drop-down arrow and select an item from the list. |
Address | Address or location of the lead. Click
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Industry | The industry to which the lead belongs. Click the drop-down arrow | button and select an item from the list.
SIC Code | Standard Industrial Classification Code of the company. |
Comments | Type any additional notes about the lead. |
Lead’s email address. Click in the field and type any
changes. To send an email message to the lead, click
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|
Phone | Lead’s telephone number. Click in the field and specify any changes. |
Toll Free | Lead’s toll free telephone number. Click in the field and specify any changes. |
Business Description | Specify a description of the lead's business. |
Interested in | List the leads's interests or hobbies. |
Lead Source | How the lead was generated. |
Owner | Person or team within the organization that has access to
the lead. Click
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