Lead Information Fields
The following table describes the default information fields:
Field | Description/Action |
---|---|
Name | Lead’s full name. Click (Edit Name window and make changes in this window. | ) to open the
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 ( | ).
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 (Edit Address dialog field. To view a map of the address, click ( ). If Contour integration is enabled and configured, the map is opened using the Contour provider. If a provider is not configured then the address opens in MapQuest. | ) to open the
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 ( | ).|
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 (find the user or team within the organization that has access to the lead. | ) to