Leads Attributes

Lead Information

  • First Name- Name of the lead. You are allowed to enter in your own language in “First Name” text field.
  • Last Name – Name of the lead. You are allowed to enter in your own language in “Last Name”  text field.
  • Job Title – job title of the lead. You are allowed to enter in your own language in “Job Title” text field.
  • Best Way To Contact – Way of contact lead through Email, SMS & Telephone. You can choose any one from “Drop Down” box.
  • Referred By – Referrer of the lead. You can choose referred person from drop down list with click of “Search” button.
  • Assigned To – Assigned person of the lead. You can choose assigned  person from drop down list with click of “Search” button.
  • Description – Description of the lead. You are allowed to enter in your own language in “Description” text field.
  • Tags – Tag of the lead. You are allowed to choose tags from “Drop down” box (or) Create a new tag with click of “Add New”.
  • Lead Status – Status of the lead, the value can be selected from predefined list.
  • Type – Type of the lead,  the value can be selected from predefined list.

Contact Information

  • Phone – Phone number of the lead. You are allowed to enter N no of digits in “Phone Number” field.
  • Email – Email of the lead. You are allowed to enter email id in “Email” text field.
  • Skype – Skype name of the lead. You are allowed to enter Skype name in “Skype” text field.

Additional Information

Additional Information of the lead. You are allowed to enter “Additional Information” about the lead in your own language.

  • Potential Amount – Potential amount of the lead. You are allowed to enter “Potential Amount” for lead in USD.
  • Estimated Close Date – Closed date of the lead. You are allowed to enter “Estimate  Closed Date” with click of calendar picker
  • Campaign – Campaign of the lead. You are allowed to create new campaign with click of “Add New” or Select campaign from predefined list with click of “Search” button.
  • Territory – Territory of the lead. You can select territory from predefined list with click of “Search” field.
  • Market – Market of the lead. You can select market from predefined list or create new market with click of “Add New” in drop down box.
  • Rank – Lead ranks which are meant for prioritizing the leads. Select the value from predefined list.
  • Segment – Segment of the lead. You can select segment from predefined list or create new segment with click of “Add New” in drop down box.

Prospect /Customer Company Information

  • Customer – Name of the customer.You can select customer from “Search” button or You can add new customer with click of “Add New”
  • Company – Company of the customer. You are allowed to enter in your own language in “Company” text field.
  • # Of Employees – No of employees in the company. You are allowed to select no of employees from drop down list or You can add new click on “Add New”
  • Annual Revenue – Annual revenue of the customer. You can enter annual revenue in USD
  • Industry – Industry of the customer. You can select industry from drop down list or you can add new with click of “Add New” in drop down.
  • Ownership – Ownership of the customer. You are allowed to enter in your own language in “Ownership”.
  • Website – Website of the customer. You can add website URL in “Website” field.

Location Information

  • Address Type  – Address type of the customer. You can select type of the address with click of”Drop Down” box.
  • Address Line 1 – Primary address of the customer. You are allowed enter in your own language in “Address Line1”
  • Address Line 2 – Secondary address of the customer. You are allowed enter in your own language in “Address Line2”
  • City – City name of the customer. You can enter your own city name in “City” text field.
  • Country – Country of the customer. You can select country from drop down list.
  • State – State of the customer. You can select state from drop down list
  • Zip Code – Zip code of the customer. You can enter postal code in “Zip code” field.

Social Information

  • Facebook – Facebook URL of the customer. You are allowed to enter the Facebook email address in the  “Facebook” field.
  • Twitter – Twitter URL of the customer. You are allowed to enter URL in the “Twitter” field.
  • LinkedIn – LinkedIn URL of the customer. You are allowed to enter URL in the “LinkedIn” field.