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.

Email

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.