Lead Details Tab

Last Call Date

The date that the lead was last called.

Next Call Date

The next date that the lead will be called.

Status

The status of the lead within your organization.

Priority

The lead's priority. Click the ellipsis button and select an item from the list

Credit Rating

The lead's credit rating. Click theellipsis button and select an item from the list

LeadID

Displays the lead's ID number that is automatically generated by Sage SalesLogix. You cannot change this number.

Import Source

Displays a value if the lead information was imported from another source.

Assigned Date

The date that the lead was assigned to the owner.

Owner

Person or team within your organization that has access to the lead. Click the Find button to find the person or team within your organization that has access to the lead.

Acct. Mgr

Person or team within your organization that manages the relationship. Click the Find button to find the person or team within your organization to manage the lead relationship.

Employees

Number of people employed by the lead. Click the ellipsis button and select an item from the list.

Yearly Revenue

Total yearly sales in thousands of dollars for the lead. Click theellipsis button and select an item from the list

Create User, Create Date

The name of the user that created the lead and the date it was created.

Modify User, Modify Date

The name of the user that modified this lead and the date it was modified.

Time Zone

The time zone where the lead is located. Click the drop-down arrow and select from the list.

Click Show Local to display the local time for the lead.

Show Local Time

The current time where the lead is located. The time displays based on the value selected in the Time Zone box.