Lead Header



Critical Fields

1.Name: This field used to enter the new customer contact person name2.Lead date: This field is used to mention the date of the lead generated3.Lead Status

3.1 Cold3.2 Converted3.3 Expired3.4 Follow up3.5 Hot3.6 New3.6 Recycled3.7 Warm3.8 Working

Critical & onetime setup fields

1.Organization:This Field is used to select the organization name

Non-Critical Fields

1.User Type: This field is used to select the User type which is mentioned in employee contact user.

2.Description: Used to describe specifics about a Lead document or any other note, information, or data, for example.

3.Phone Number: This field is used to mention the Phone number of the lead

4.Alternate Number: This field is used to mention another Phone number of the leadMail ID : This field is used to mention the email address of the lead

5.Email ID: Email address details.

6.Fax: This field is used to mention the fax number of the employee

7.Location: This field is used to mention the Lead location

8.Customer name: This field is used to mention the customer name

9.Customer location: This field is used to mention the Customer Location.

10.Campaige: Marketing campaign.

11.Sales Representative: This field used for sales rep updating purpose ,the regard will display from employee master when sales rep field is checked.

12. Lead Source

12.1. Cold call: It defines that the Lead is generated through a cold call 12.2. Conference : It defines that the Lead is generated through a conference 12.3. Customer portal : It defines that the Lead is generated through a customer portal 12.4. Dealer : It defines that the Lead is generated through a Dealer 12.5. Email : It defines that the Lead is generated through a Email 12.6. Employee :It defines that the Lead is generated through a Employee 12.7. Existing customer It defines that the Lead is generated through a Existing Customer 12.8. Magazine : It defines that the Lead is generated through a Magazine 12.9. Partner : It defines that the Lead is generated through a partner 12.10. Trade show : It defines that the Lead is generated through a Trade show 12.11. Web site: Website details

12.12. Word of mouth: If sales representative had face-to-face conversation only with any representative of Lead

13. Lead Source description: Used to describe specifics about a Lead Source or any other note, information, or data, for example.14. Lead Status description: Used to describe specifics about a Lead Status or any other note, information, or data, for example.15. External Agency : It is used to select the existing business partner name.

Zoom condition’s

Customization