Lead Details tab

The details tab displays in the Lead detail view. This tab contains specific information about the lead. You can modify the information at any time by selecting in a field and specifying new information, or selecting from a list of available items.

Note: The workspace can be different based on the access rights or if the installation is customized.
Last Call Date
The date that the lead was last called.
Next Call Date
The next date that the lead must be called.
Status
The status of the lead within the organization.
Priority
The priority of the lead. Click the arrow Ellipsis menu and select an item from the list.
Credit Rating
The credit rating of the lead. Click the arrow Ellipsis menu and select an item from the list.
LeadID
Displays the lead ID number that is automatically generated by Infor CRM SLX. 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 Find to find the person or team within your organization that has access to the lead.
Acct. Mgr
Person or team within the organization that manages the relationship. Click Find to find the person or team within the organization to manage the lead relationship.
Employees
Number of people employed by the lead. Click the arrow Ellipsis menu and select an item from the list.
Yearly Revenue
Total yearly sales in thousands of dollars for the lead. Click the arrow Ellipsis menu and select an item from the list.
Create User, Create Date
The name of the user who created the lead and the date of creation.
Modify User, Modify Date
The name of the user who modified this lead and the modification date.
Time Zone
The time zone where the lead is located. Click the 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 field.

To modify the Details tab, select the Details tab, of the Lead detail view to be changed and click Save.