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.
