Lead
Critical Fields
1.Name : This field is used to enter the new customer contact person name
2.Lead Date : This Field is used to capture the date of the Lead
3.Phone : This Field is used to enter the Customer Phone Number
4.2nd Phone : This Field is used to Capture the Customer Phone Number 2
5.Email address : This Field is used to Capture the Customer Email Address
6.Fax : This Field is used to capture Customer Fax Number
7.Customer name : This field is used to enter the new customer Name
8.Customer location : This Field is used to capture Customer Location
9.Lead source : This field is used to capture the source for the enquiry
9.1 Cold call : By a cold call is the source for this enquiry
9.2 Conference : Company Conference is the source for this enquiry
9.3 Customer portal : Customer portal is the source for this enquiry
9.4 Dealer : By a Dealer is the source for this enquiry
9.5 Email : Company Email as a source for this enquiry
9.6 Employee : By a Company Employee is the source for this enquiry
9.7 Existing customer : Existing Customer is the source for this enquiry
9.8 Magazine : Company in Magazine is the Source for this enquiry
9.9 Partner : By partner is the source for this enquiry
9.10 Trade show : By Company trade show is the source for this enquiry
9.11 Web site : Company Website is the source for this enquiry
9.12 Word of mouth : By Word of Mouth is the source for this enquiry
10.Lead status
10.1 Cold - Cold is the current status of the lead in the Entire cycle
10.2 Converted - This status defines that the lead is converted in the cycle
10.3 Expired - This status defines that the lead Time expired
10.4 Follow up - This status defines the lead is still in follow up
10.5 Hot - This status defines the lead is in a Converting Stage
10.6 New -This status defines the lead is new
10.6 Recycled - This status defines that the lead is Reworked
10.7 Warm - This status defines a normal lead stage in the entire cycle
10.8 Working - This status defines the lead is in IN progress
11. Lead Source description - Short Description of the lead source
12.Lead status Description - Short Description of the lead Status
13.Sales Representative :This field used for sales rep updating purpose ,the regard will display from employee master when sales rep field is checked
Critical & onetime setup fields
1.Organization:This Field is used to select the organization name
Non-Critical Fields
1.Campaign
2.Comments
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