Difference between revisions of "Create Lead Screen"
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*Title - Indicates the relevant title the lead has at his or her company. | *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. | *Department - Indicates which department within the lead's company he or she works in. | ||
| − | *Annual Revenue - | + | *Annual Revenue - This is the annual revenue of the company the lead is associated with. |
| − | *Preferred Currency - | + | *Preferred Currency - This indicates the preferred currency for the lead. Select the currency from the drop down menu. The default is set to "USD - American Dollar". |
| − | *Industry - | + | *Industry - This is the general industry that the lead works in, for example: "Aerospace" or "Health Care". Select the industry from the drop down menu. |
| − | |||
| − | |||
*Number of Employees - | *Number of Employees - | ||
| + | *Ownership - | ||
*SIC Code - | *SIC Code - | ||
| − | * | + | *Ticker Symbol - |
*Description - | *Description - | ||
| − | *Important Note - | + | *Important Note - |
==Contact Information== | ==Contact Information== | ||
Revision as of 22:15, 23 September 2007
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 - This is the annual revenue of the company the lead is associated with.
- Preferred Currency - This indicates the preferred currency for the lead. Select the currency from the drop down menu. The default is set to "USD - American Dollar".
- Industry - This is the general industry that the lead works in, for example: "Aerospace" or "Health Care". Select the industry from the drop down menu.
- Number of Employees -
- Ownership -
- SIC Code -
- Ticker Symbol -
- Description -
- Important Note -
Contact Information
- Country Code - This is the relevant country code for the lead's phone number. The default is set to "1".
- Area Code - This indicates the relevant area code for the lead's phone number.
- Phone Number - This is the seven digit phone number for the lead.
- Extension - This is an extension to direct your call to the lead or to the lead's department.
- Person to Ask For - Should the lead not have a direct line, this will indicate a name to direct your call to the lead.
- Email address - This is the lead's email address.
- Web URL - This indicates the lead's personal or company web address.
Primary Address
This section allows you to detail the mailing address for the lead.
