A lead is a prospect or potential opportunity. For example a person you met at a conference who expressed interest, or someone who filled out a form on your company's website. The lead page contains information about the lead details. After entering the Lead's master details, you can set commission plan, enter the transaction details and manage customer details.
The lead menu lets you quickly create, and view the leads information. You can sort and filter leads information using standard and custom list views provided below the Title in a page. In addition, this page lets you copy, and delete, edit the leads information. In the Next Step section of the Lead page, you can add commission plan or transaction or customer details. This page also lets you to go to the previous page and Home page. In the Related Information section, you can view the information related to the Lead page.
You can click Master Data ? Lead menu item to display the "Lead" page. This page will list all the Lead Name, City, Country, Phone, Links to Edit, Copy, Delete option.
Here is a description of the Lead standard fields. Some of these fields may not be editable depending on your page layout.
Field | Description |
Company | Name of the Company with which Lead is affiliated to. Up to 255 characters are allowed in this field. |
Lead Name | Full Name of the Lead. Up to 255 characters are allowed in this field. |
Address1 | Street Address for the Lead. Up to 255 characters are allowed in this field. |
Address2 | Additional Street Address (Avenue or Suite) for the Lead. Up to 255 characters are allowed in this field. |
City | City portion of the Lead's address. Up to 255 characters are allowed in this field. |
State-Province | State or province portion of the Lead's address. Up to 255 characters are allowed in this field. |
Postal Code | Zip or postal code portion of the Lead's address. Up to 255 Characters are allowed in this field. |
Country | Country portion of the Lead's address. Up to 255 characters are allowed in this field. |
First Name | First name of the Lead. Up to 255 characters are allowed in this field. |
Last Name | Last name of the Lead. Up to 255 characters are allowed in this field. |
Middle Initial | Middle Initial of the Lead. Up to 255 characters are allowed in this field. |
Salutation | Title for addressing the Lead, for example, Mr., Ms., Dr., or Mrs. |
Title | Position of lead within his or her company. Up to 255 characters are allowed in this field. |
Fax | Fax Number of Lead. Up to 255 characters are allowed in this field |
Phone | Phone Number of Lead. Up to 255 characters are allowed in this field. |
Mobile Phone | Lead's Cellular or mobile phone number. Up to 255 characters are allowed in this field. |
Email ID | Email address of Lead. Up to 255 characters are allowed in this field. Must be a valid email address in the form: randy@cellarstone.com. |
URL | URL of Lead's website, for example, www.acme.com. Up to 255 characters are allowed in this field. |
Employees | Number of employees at the Lead's company. |
Rating | Indicates value or prospect of the lead, for example, Hot, Warm, Cold. |
Product | Name of the product for which the lead's company is interested. |
Campaign | Name of the person who is responsible for generating the lead. |
Referred By | Name of the person who referred the lead. |
Lead Source | Source of the Lead. For example, Agency, Direct, Distributor, etc. |
Industry | Primary business of Lead's company or type of industry under which the Lead falls. For example, Banking, Insurance. |
Stage | Current stage of the lead. For example, Contact, Lost, Needs Analysis, Negotiation, Qualification, Quote, Won, etc. |
Comments | Comments on Customer. Up to 255 characters are allowed in this field. |
Rep1 | Primary sales rep dealing with customer. E.g. Randy. |
Rep2 | Assitional sales rep dealing with customer. E.g. Brandy. |
Rep3 | Assitional sales rep dealing with customer. E.g. Smith. |
Credit Percent1 | Percentage of amount to credited for Rep1. |
Credit Percent2 | Percentage of amount to credited for Rep2. |
Credit Percent3 | Percentage of amount to credited for Rep3. |
| This action will convert this lead to Customer and Opportunity. |
Owner | Owner of the record. Typically owner will be any of the user id. E.g.cellar@cellarstone.com. By default, Owner will have access to this record. |
The user can create new lead details such as Company, Lead Name, address Information, etc. For example, to add new lead "Craig White" details, follow the steps given below:
Note: