Leads

At the bird's eye level, there are three stages of a customer. In the outer-most stage, you have a list of customers that you like to connect with. We call these outer-most customers as Targets. Once you connect with your Target, via some campaign or by the Target contacting you direct, we convert the Target to a Lead. A Lead is therefore a potential customer that you have had some interaction with. Once the Lead transitions to a paying customer, the Lead is converted to a Contact and/or an Account.

The fields of a Lead are very similar to that of a Contact. The only required field is the Last Name. If there are any fields that are not used by your business, we encourage you to go to the Admin Layout area ad remove them from the layout. Simplifying the CRM is one sure way to increase productivity.

On Professional and Enterprise editions, if Exchange Server Synchronization is enabled, you will see a Create Exchange Folder field. This field is user-specific and it instructs the CRM to create drop folders on Exchange Server.

Field Description
Lead Source The lead source is metadata that helps you keep track of the source of the lead.
(i.e. Cold call, Existing customer, Self generated, Employee)
Status The status is metadata that helps you organize leads.
(i.e. New, Assigned, In process, Converted)
Lead Source Description The lead source description is used to add more information about the lead source.
Status Description The status description is used to add more information about the status.
Referred By The referred by field can be helpful when tracking referral bonuses.
Create Exchange Folder Create a Microsoft Exchange Folder to allow email drops. It is a per-user setting. This is a Professional and Enterprise feature.
First Name The saluation for the lead.
(i.e. Mr., Ms., Mrs., Dr.)
Office Phone The main office phone number.
Last Name The last name of the lead. The last name is typically a required field.
Mobile Phone The mobile number.
Home Phone The home phone number.
Account Name The account or company name of the lead.
Other Phone An alternate phone number, such as 1-800.
Fax The fax number.
Title The corporate title of the lead.
Email Address The main email address. This is the email address used in email campaigns.
Department The department within the organization.
Other Email Address An alternate email address.
Do Not Call The Do Not Call suggests that this lead should not be called.
Email Opt Out The Email Opt Out flag is honored when sending out email campaigns.
Team The team or teams that the record is a member of.
Assigned To The user that is the owner of the record.
Invalid Email The invalid email flag is typically set when an email to this lead bounces back as invalid.
Website The website is typically used for the account or company of the lead.
SMS Opt In A lead must opt-in to receive Text messages.
Address Information
Primary Street The primary street address for the lead. This is a mulit-line field.
Alternate Street The secondary street address for the lead. This is a mulit-line field.
City The primary city.
City The secondary city.
State The primary state or province.
State The secondary state or province.
Postal Code The primary zip code or postal code.
Postal Code The secondary zip code or postal code.
Country The primary country.
Country The secondary country.
Description Information
Description A description of the record.