This page allows for the creation of new Leads or editing of existing Leads.
Prefix
Enter the lead's prefix. Eg: Mr., Mrs., Ms., Dr., etc.
First Name
Enter the lead's first name.
Last Name
Enter the lead's last name.
Salesperson
Enter the name of the individual you want to assign to the lead, or choose from the User List. Salesperson list is managed under contacts of primary business account.
Title
Enter the lead's business title.
Company
Enter the company to which the lead belongs.
Industry
From the drop-down list, select the industrial sector to which the lead belongs.
Department
Enter the department to which the lead belongs.
No. of Employees
Enter the number of employees in the lead.
Annual Revenue
Enter the annual revenue for the lead.
Description
Enter a brief description for the lead status.
Referred by
If someone referred the lead to you, enter the information in this field.
Lead Source
From the drop-down list, select the origins of the lead such as Trade Show or Direct Mail.
Lead Status
Select the status of the lead from the drop-down list.
Primary Address
Enter the primary address of the lead.
Secondary Address
Enter the secondary address of the lead.
Do not call
Select this if the contact does not want to receive phone calls.
Home Phone
Enter the home phone number of the lead.
Mobile
Enter the mobile number of the lead.
Work Phone
Enter the work phone number of the lead.
Fax
Enter the fax number for the lead.
Enter an email address for the lead.
Notes
Add a new Note by clicking on the Add Note button, or edit existing Notes by filling in the details appropriate to the headings. Click the delete icon at the end of a row to delete a Note.
To-Do
Add a new To-Do item by clicking on the Add To-Do button, or edit an existing To-Do items by filling in the details appropriate to the headings. Click the delete icon at the end of a row to delete a To-Do item.
Event
Add a new Event by clicking on the Add Event button, or edit an existing Event by filling in the details appropriate to the headings. Click the delete icon at the end of a row to delete an Event.