Create Lead Screen

The "Create Lead" screen is divided into the following sections:

Basic Contact Details

• Company Name - This is the name of the company the lead is associated with, and is a required field to create the lead.
• Parent Account - This is the account that the lead belongs to. You can enter the account ID manually or search for it using the [[lookup widget].
• First/Last Name - This is the full name of the contact, and is a required field to creat the lead.
• Source - This specifies how the lead was generate, for example: "Trade Show" or "Cold Call". Select the source from the drop down menu.
• Marketing Campaign - This indicates any marketing campaign that has been applied to the lead. Select any relevant marketing campaign from the drop down menu.
• First/Last Name (Local) -
• Salutation - This is the preffered greeting for the lead.
• Birth Date - Indicates the lead's birth date. Enter the birth date manually or search for it using the calendar lookup.
• Title - Indicates the relevant title the lead has at his or her company.
• Department - Indicates which department within the lead's company he or she works in.
• Annual Revenue -
• Preferred Currency -
• Industry -
• Number of Employees -
• Ownership -
• Number of Employees -
• SIC Code -
• Ticket Symbol -
• Description -
• Important Note -