The following table describes the default information boxes.
Box |
Description/Action |
Name |
Lead’s full name. Click the Edit button to open the Edit Name dialog box and make changes using this dialog box. |
Company |
Lead's company name. |
Web |
Web address for the lead. Click in the box, and type any changes. To open the lead's Web site, click the WWW button. |
Title |
Lead’s title within the company. Click the ellipsis button and select an item from the list |
Address |
Address or location of the lead. Click the Edit button to open the Edit Address dialog box. To view a map of the address, click the MapQuest button |
Industry |
The industry to which the lead belongs. Click the ellipsis button and select an item from the list |
SIC Code |
Standard Industrial Classification Code of the company. |
Comments |
Type any additional notes about the lead. |
|
Lead’s e-mail address. Click in the box and type any changes. To send an e-mail message to the lead, click the E-mail button. |
Phone |
Lead’s telephone number. Click in the box and type any changes. |
Toll Free |
Lead’s toll free telephone number. Click in the box and type any changes |
Business Description |
Type a description of the lead's business. |
Interested in |
List the lead's interests or hobbies. |
Lead Source |
How the lead was generated. |
Owner |
Person or team within your organization that has access to the lead. Click the Find button to find the user or team within your organization that has access to the lead. |