Lead information fields

Specify this information:

Address

Address or location of the lead. Click Find to access the Edit Address window. To view a map of the address, click Map. If Contour integration is enabled and configured, the map is displayed using the Contour provider. If a provider is not configured the address displays in MapQuest.

Business Description

Specify a description of the lead business.

Comments

Specify any additional notes about the lead.

Company

Name of the lead company.

Do not Solicit

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

Email address of the lead. 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 interests or hobbies.

Lead Source

How the lead is generated. Click the arrow and select an item from the list.

Mobile

Mobile phone number of the Lead. Click this field and specify required changes.

Name

Name of the Lead. Click Edit to access 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

Telephone number of the Lead. 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.

1. Select the qualification category on the Qualification field.
2. 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.
3. 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

Title within the company of the Lead. Click the arrow and select an item from the list.

Web

Web address for the lead. Click the field, and specify any changes. To access the Web site of the lead, click WWW.