Lead Management reference › Lead and opportunity management › Reference › Sales Customer Relationship Management
Field descriptions for editing or reviewing details on the Lead form for Lead Management.
| Field | Description |
|---|
| Number | Unique, auto-generated identifier for the lead record. This field is automatically set to the next available LEAD number. |
| Lead Group | Group or campaign segment associated with the lead. |
| First Name | First name of the lead contact. |
| Middle Name | Middle name of the lead contact. |
| Last Name | Last name of the lead contact. |
| Title | Job title of the lead contact. |
| Email | Email address of the lead contact. |
| Business Phone | Primary business phone number of the lead contact. |
| Mobile Phone | Mobile phone number of the lead contact. |
| Owner | Name of the user responsible for managing the lead. |
| Company | Name of the company or organization the lead represents. |
| Industry | Industry vertical of the lead's organization. The available options are: - Manufacturing - Healthcare - Technology Services - Banking - Bio-Technology - Telecommunications |
| Website | Website URL of the lead's organization. |
| Short Description | Brief summary of the lead's inquiry or intent. |
| Stage | Current stage of the lead in the sales lifecycle. The available options are:- New - Contacted - Nurturing - Qualified - Disqualified |
| Lead Type | Category of the lead. The available options are:- New Business - Existing Business |
| Field | Description |
|---|
| Lead Source | Channel or origin through which the lead was acquired. The available options are: - Inbound Phone - Inbound Web - Partner Referral - 3rd Party Referral - Employee Referral - List - Trade Show - Pr - Display Ad - Billboard - AI-Suggested - Other |
| Lead Score | Numerical score indicating the lead's likelihood to convert. |
| Lead Rating | Rating that indicates the quality or priority of the lead. The available options are: - Cold - Warm - Hot - Super Hot |
| Closed Date | Date on which the lead was closed. |
| Account | Account record associated with the lead. |
| Contact | Contact record associated with the lead. |
| Consumer | Consumer record associated with the lead. |
| Field | Description |
|---|
| Street | Street address of the lead contact. |
| City | City of the lead contact's address. |
| State | State or province of the lead contact's address. |
| Zip/Postal Code | ZIP or postal code of the lead contact's address. |
| Country | Country of the lead contact's address. |
| Field | Description |
|---|
| Do Not Call | Option to exclude the lead contact from phone outreach. |
| Do Not Email | Option to exclude the lead contact from email outreach. |
| Do Not Share | Option to prevent the lead contact's information from being shared. |
| Field | Description |
|---|
| Created By | Name of the user who created the lead record. |
| Updated By | Name of the user who last updated the lead record. |
| Created | Date and time when the lead record was created. |
| Updated | Date and time when the lead record was last updated. |
| Notes | General notes related to the lead. |
| Work Notes | Internal notes related to the lead, visible only to agents and administrators. |
Parent Topic:Lead Management reference