Lead Information Fields

Field	Description/Action
Address	Address or location of the lead. Click (Find) to open the Edit Address dialog field. To view a map of the address, click (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.
Business Description	Specify a description of the lead's business.
Comments	Type any additional notes about the lead.
Company	Lead's company name.
Do not Solicit Do not Email, Do not Call, Do not Mail, Do not Fax	If selected, designates the lead as Do not Solicit. Leads marked as Do not Solicit can be filtered out of the Mail Merge process and Marketing Campaigns. If Do not Solicit is not selected for the lead, any combination of one or more of the remaining Do not fields can be selected.
Email	Lead’s email address. Click in the field and type any changes. To send an email message to the lead, click (Email).
Industry	The industry to which the lead belongs. Click the drop-down arrow button and select an item from the list.
Interested in	List the leads's interests or hobbies.
Lead Source	How the lead was generated. Click the drop-down arrow and select an item from the list.
Mobile	Lead’s mobile phone number. Click this field and specify required changes.
Name	Lead’s full name. Click (Edit) to open the Edit Name window and make changes in this window.
Owner	Person or team within the organization that has access to the lead. Click (Find) to find the user or team within the organization that has access to the lead.
Phone	Lead’s telephone number. Click in the field and specify any changes.
Qualification	A lead contains unqualified information. You can use lead qualification criteria to validate information and determine if the lead is a sales opportunity. Select the qualification category on the Qualification field. Click Is Lead already a customer? to determine if the lead already exists in Infor CRM SLX as a contact or account. Use the Lead window to look for and merge duplicate records. If no matches are found, click Cancel and continue to the next step. For each of the qualification criteria, select the box if the criteria has been satisfied, and specify any notes in the text box. Once qualified, you can convert a lead to a contact and account and create a new sales opportunity.
SIC Code	Standard Industrial Classification Code of the company.
Title	Lead’s title within the company. Click the drop-down arrow and select an item from the list.
Web	Web address for the lead. Click the field, and specify any changes. To open the lead's Web site, click (WWW).

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.

Business Description

Specify a description of the lead's business.

Comments

Type any additional notes about the lead.

Company

Lead's company name.

Do not Solicit

Do not Email, Do not Call, Do not Mail, Do not Fax

If selected, designates the lead as Do not Solicit. Leads marked as Do not Solicit can be filtered out of the Mail Merge process and Marketing Campaigns.

If Do not Solicit is not selected for the lead, any combination of one or more of the remaining Do not fields can be selected.

Email

Lead’s email address. Click in the field and type any changes. To send an email message to the lead, click

(Email).

Industry

The industry to which the lead belongs. Click the drop-down arrow button and select an item from the list.

Interested in

List the leads's interests or hobbies.

Lead Source

How the lead was generated. Click the drop-down arrow and select an item from the list.

Mobile

Lead’s mobile phone number. Click this field and specify required changes.

Name

Lead’s full name. Click edit

(Edit) to open the Edit Name window and make changes in this window.

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.

Phone

Lead’s telephone number. Click in the field and specify any changes.

Qualification

A lead contains unqualified information. You can use lead qualification criteria to validate information and determine if the lead is a sales opportunity.

Select the qualification category on the Qualification field.
Click Is Lead already a customer? to determine if the lead already exists in Infor CRM SLX as a contact or account.
1. Use the Lead window to look for and merge duplicate records.
2. If no matches are found, click Cancel and continue to the next step.
For each of the qualification criteria, select the box if the criteria has been satisfied, and specify any notes in the text box.

Once qualified, you can convert a lead to a contact and account and create a new sales opportunity.

SIC Code

Standard Industrial Classification Code of the company.

Title

Lead’s title within the company. Click the drop-down arrow and select an item from the list.

Web

Web address for the lead. Click the field, and specify any changes. To open the lead's Web site, click url

(WWW).