Lead Information Fields

The following table describes the default information fields:

Field Description/Action
Name Lead’s full name. Click edit (Edit) to open the Edit Name window and make changes in this window.
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 url (WWW).
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 search_new (Find) to open the Edit Address dialog field. To view a map of the address, click map_new (Map). 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.
Industry The industry to which the lead belongs. Click the drop-down arrow ellipsis 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.
Email Lead’s email address. Click in the field and type any changes. To send an email message to the lead, click (Email).
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 search_new (Find) to find the user or team within the organization that has access to the lead.