Lead Form Fields

The Lead definition form contains many pre-defined fields organized in to various buckets, the list of fields (from top to bottom of the form) and their intended use is detailed below - all fields marked with a * are mandatory, the rest are optional.

Lead Information

• First Name
• Enter First Name of the contact
• Last Name*
• Enter Last Name of the contact
• Company*
• Enter the Company Name if associated with a business that you will be doing business with, otherwise enter the customer name (FirstName LastName).
• Title
• Enter business title of the contact
• Yahoo Id
• Enter Yahoo Id
• Phone
• Enter the phone number of the contact
• Mobile
• Enter the mobile phone number of the contact
• Fax
• Enter the fax number of the contact
• Email
• Enter the email address of the contact
• Industry
• Select the Industry for the lead. The drop-down list is populated from "Settings > Picklist Settings > Edit Lead Picklist" and the list can be customized there.
• Email Opt Out
• Check if this Lead has opted out of receiving email. This field value is transferred to Contact during Lead conversion.
• Note: The system does not automatically filter emails to Leads with this check. However, you can set up custom views to filter out these Leads.
• SIC Code
• Enter the SIC Code for this business. This field value is transferred to Account during Lead Conversion.
• Annual Revenue
• Enter Company Annual Revenue
• No of Employees
• Enter Number of employees at the Company
• Lead Source
• Select the source of the lead. The drop-down list is populated from "Settings > Picklist Settings > Edit Lead Picklist" and the list can be customized there.
• Type
• Select the Type for the lead. The drop-down list is populated from "Settings > Picklist Settings > Edit Lead Picklist" and the list can be customized there.
• Website
• Enter the website URL for this business or contact.
• Rating
• Select the Rating for the lead. The drop-down list is populated from "Settings > Picklist Settings > Edit Lead Picklist" and the list can be customized there.
• Lead Status
• Select the Status for the lead. The drop-down list is populated from "Settings > Picklist Settings > Edit Lead Picklist" and the list can be customized there.
• Assigned To
• Select the user or team within your business to be assigned to work with this lead.

Address Information

• Address, City, State, Postal Code, Country
• Enter Address Information
• Description
• Enter any other Description relevant to this Lead.