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 - 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 during CRM/SFA Configuration.
• 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 - This indicates the number of employees and the company the lead is associated with.
• Ownership - This describes the structure of the company's ownership, for example: "LLC", or "Sole Proprietorship". Select the applicable ownership description from the drop down menu.
• SIC Code -
• Ticker Symbol - This is the stock symbol for the company associated with the lead, if the company is publically traded.
• Description - This information field allows you to detail any further information about the lead.
• Important Note - This information field allows you to note high priority information about the lead.

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.