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.

Email

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