Lead fields
This table explains the standard fields on the New Lead page.
|
Field |
Description |
|---|---|
|
Description |
Short description. |
|
Source |
How the lead was initiated. For example, Phone Enquiry, Conference. |
|
Opened |
Date the lead was opened. |
|
Main Product Interest |
Select from a list of main product lines. |
|
Details |
Detailed description of the requirements. |
|
Campaign/Wave Activity |
Campaign Wave Activity the lead is linked to. Select from a list of existing Wave Activities. |
|
Decision Timeframe |
Timeframe within which a decision will be made. |
|
Opt out of E-marketing Communications |
Select this check box to indicate that the lead does not want to receive e-marketing communications. This check box is for your information only. It does not stop Mailchimp from sending emails to the lead.
|
|
Assigned To |
User responsible for the lead. |
|
Team |
Team the lead is assigned to. For example, telesales. |
|
Stage |
Stage of the lead. For example, New Lead, Qualified, No Interest. |
|
Status |
Status of the lead. For example, In Progress, Opportunity, Closed. |
|
Priority |
Priority of the lead. For example, Normal, High, Low. |
|
Company Name |
Name of the company. |
|
Web Site |
The company URL. |
|
Industry |
Industry segment the lead belongs to. For example, Telecommunications, Finance. |
|
Annual Revenues |
Approximate revenue of the company. |
|
No. Of Employees |
Approximate number of employees. |
|
Last name |
Lead contact surname. |
|
First name |
Lead contact first name. |
|
Salutation |
Lead contact salutation. For example, Mr, Mrs, Dr. |
|
Title |
Lead contact title. For example, Purchasing Manager. |
|
|
Lead contact email address. |
|
Phone Country Code |
Phone country code of person. |
|
Phone Area Code |
Phone area code of person. |
|
Phone Number |
Phone number of person. |
|
Alternative Country Code |
Country code for the alternative phone number of person. |
|
Alternative Area Code |
Area code for the alternative phone number of person. |
|
Alternative Number |
Alternative phone number of person. |
|
Address 1 |
First line of address. |
|
Address 2 |
Second line of address. |
|
Address 3 |
Third line of address. |
|
Address 4 |
Fourth line of address. |
|
City |
Address city. |
|
Zip Code |
Address zip or postal code. |
|
State |
Address state or county. |
|
Country |
Address country. |
The table below shows the Lead Status icons.
|
Status Icon |
Description |
|---|---|
|
|
In Progress |
|
|
Opportunity |
|
|
Closed |
