User Manual >> Documentation >> Leads App >> Leads Attributes

Leads Attributes

Lead Information
First Name First Name of the lead.
Last Name Last Name of the lead.
Job Title Job title of the lead.
Best Way To Contact Way of contact leads through Email, SMS & Telephone. You can select from a predefined list.
Referred By Referrer of the lead.
Assigned To Assigned person of the lead.
Description Description of the lead.
Tags Tag of the lead. Select a tag from a predefined list (or) Create a new tag with the click of “Add New”.
Lead Status Status of the lead, the value can be selected from a predefined list.
Lead Source Source of the lead, the value can be selected from a predefined list.
Type Type of the lead, the value can be selected from a predefined list.
Contact Information
Phone Phone number of the lead.
Email Email of the lead.
Skype Skype id of the lead.
Additional Information
Potential Amount Potential amount of the lead.
Estimated Close Date Closed date of the lead. Enter “Estimated Closed Date” with the click of calendar picker
Campaign Campaign in the lead. Select campaign using “Search” icon or click on “+” icon to create a new campaign.
Territory Territory of the lead. Select a territory from a predefined list.
Market Market of the lead. Select a market from a predefined list or create a new market using “Add New”.
Rank Lead ranks which are meant for prioritizing the leads. Select the value from a predefined list.
Segment Segment of the lead. Select a segment from a predefined list or create a new segment using “Add New”.
Prospect /Customer Company Information
Customer Name of the customer.  Select a customer using “Search” icon or click on “+” icon.
Company Company of the customer. You are allowed to enter in your own language in “Company” text field.
# Of Employees No of employees in the company. Select no of employees from a predefined list or click on “Add New”
Annual Revenue The annual revenue of the customer.
Industry Industry of the customer. Select an industry from a predefined list or click on “Add New”.
Ownership Ownership of the customer.
Web site Website of the customer.
Location Information
Address Type Address type of the lead. You can select the type of the address with a click of ”Drop Down” box.
Address Line 1 Primary address of the lead.
Address Line 2 Secondary address of the lead.
City Enter your own city name in “City” text field.
Country Select a country from a predefined list.
State Select a state from a predefined list.
Zip Code Zip code.
Social Information
Facebook Facebook URL of the lead.
Twitter Twitter URL of the lead.
LinkedIn LinkedIn URL of the lead.
  • Leads App
  • Leads Attributes
    User Manual >> Documentation >> Leads App >> Leads Attributes

    Leads Attributes

    Lead Information
    First Name First Name of the lead.
    Last Name Last Name of the lead.
    Job Title Job title of the lead.
    Best Way To Contact Way of contact leads through Email, SMS & Telephone. You can select from a predefined list.
    Referred By Referrer of the lead.
    Assigned To Assigned person of the lead.
    Description Description of the lead.
    Tags Tag of the lead. Select a tag from a predefined list (or) Create a new tag with the click of “Add New”.
    Lead Status Status of the lead, the value can be selected from a predefined list.
    Lead Source Source of the lead, the value can be selected from a predefined list.
    Type Type of the lead, the value can be selected from a predefined list.
    Contact Information
    Phone Phone number of the lead.
    Email Email of the lead.
    Skype Skype id of the lead.
    Additional Information
    Potential Amount Potential amount of the lead.
    Estimated Close Date Closed date of the lead. Enter “Estimated Closed Date” with the click of calendar picker
    Campaign Campaign in the lead. Select campaign using “Search” icon or click on “+” icon to create a new campaign.
    Territory Territory of the lead. Select a territory from a predefined list.
    Market Market of the lead. Select a market from a predefined list or create a new market using “Add New”.
    Rank Lead ranks which are meant for prioritizing the leads. Select the value from a predefined list.
    Segment Segment of the lead. Select a segment from a predefined list or create a new segment using “Add New”.
    Prospect /Customer Company Information
    Customer Name of the customer.  Select a customer using “Search” icon or click on “+” icon.
    Company Company of the customer. You are allowed to enter in your own language in “Company” text field.
    # Of Employees No of employees in the company. Select no of employees from a predefined list or click on “Add New”
    Annual Revenue The annual revenue of the customer.
    Industry Industry of the customer. Select an industry from a predefined list or click on “Add New”.
    Ownership Ownership of the customer.
    Web site Website of the customer.
    Location Information
    Address Type Address type of the lead. You can select the type of the address with a click of ”Drop Down” box.
    Address Line 1 Primary address of the lead.
    Address Line 2 Secondary address of the lead.
    City Enter your own city name in “City” text field.
    Country Select a country from a predefined list.
    State Select a state from a predefined list.
    Zip Code Zip code.
    Social Information
    Facebook Facebook URL of the lead.
    Twitter Twitter URL of the lead.
    LinkedIn LinkedIn URL of the lead.
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