Create Lead Screen
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Revision as of 22:04, 23 September 2007 by JRZeitlin (talk | contribs) (Protected "Create Lead Screen": Sysop page [edit=sysop:move=sysop])
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 -
