Create Lead Screen

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

Basic Lead Details

Enter the appropriate lead details into the following fields:

• 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 optional field can be used to indicate a parent account for the lead. 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 create 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) - These are the local language version of the lead contact's name, if they are different than the first name and last name.
• 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.
• 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. This information will be shown during order entry.

• The following input fields are to record additional information for your benefit:
  • 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 widget.
  • 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.
  • 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 - The Standard Industry Classification (SIC) code of the company.
  • Ticker Symbol - This is the stock symbol for the company associated with the lead, if the company is publically traded.

Contact Information

• Country Code - This is the relevant country code for the lead's phone number. The default is set to the value configured in CRM/SFA Configuration.
• 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 enter the primary mailing address for the lead. This address will be stored as the general correspondence address, shipping address, and billing address. The country of the address is by default set to the value configured in CRM/SFA Configuration.

User Manual page > The Leads Tab