Lead fields

This table explains the standard fields on the New Lead page.

Field	Description
Description	Short description.
Source	How the lead was initiated. For example, Phone Enquiry, Conference.
Opened	Date the lead was opened.
Main Product Interest	Select from a list of main product lines.
Details	Detailed description of the requirements.
Campaign\Wave Activity	Campaign Wave Activity the lead is linked to. Select from a list of existing Wave Activities.
Decision Timeframe	Timeframe within which a decision will be made.
Opt out of E-marketing Communications	This flag is automatically set if the email address associated with the lead has opted out of all E-marketing communications received via Sage CRM's integrated E-marketing (Swiftpage). You can manually check or uncheck the option.However, this has no impact on E-marketing emails sent from Swiftpage (these always retain the opt-out flag set from the E-marketing email).
Assigned To	User responsible for the lead.
Team	Team the lead is assigned to. For example, telesales.
Stage	Stage of the lead. For example, New Lead, Qualified, No Interest.
Status	Status of the lead. For example, In Progress, Opportunity, Closed.
Priority	Priority of the lead. For example, Normal, High, Low.
Company Name	Name of the company.
Web Site	The company URL.
Industry	Industry segment the lead belongs to. For example, Telecommunications, Finance.
Annual Revenues	Approximate revenue of the company.
No. Of Employees	Approximate number of employees.
Last name	Lead contact surname.
First name	Lead contact first name.
Salutation	Lead contact salutation. For example, Mr, Mrs, Dr.
Title	Lead contact title. For example, Purchasing Manager.
Email	Lead contact email address.
Phone Country Code	Phone country code of person.
Phone Area Code	Phone area code of person.
Phone Number	Phone number of person.
Fax Country Code	Fax country code of person.
Fax Area Code	Fax area code of person.
Fax Number	Fax number of person.
Address 1	First line of address.
Address 2	Second line of address.
Address 3	Third line of address.
Address 4	Fourth line of address.
City	Address city.
Zip Code	Address zip or postal code.
State	Address state or county.
Country	Address country.

Field

Description

Short description.

Source

How the lead was initiated. For example, Phone Enquiry, Conference.

Opened

Date the lead was opened.

Main Product Interest

Select from a list of main product lines.

Details

Detailed description of the requirements.

Campaign\Wave Activity

Campaign Wave Activity the lead is linked to. Select from a list of existing Wave Activities.

Decision Timeframe

Timeframe within which a decision will be made.

Opt out of E-marketing Communications

This flag is automatically set if the email address associated with the lead has opted out of all E-marketing communications received via Sage CRM's integrated E-marketing (Swiftpage). You can manually check or uncheck the option.However, this has no impact on E-marketing emails sent from Swiftpage (these always retain the opt-out flag set from the E-marketing email).

Assigned To

User responsible for the lead.

Team

Team the lead is assigned to. For example, telesales.

Stage

Stage of the lead. For example, New Lead, Qualified, No Interest.

Status

Status of the lead. For example, In Progress, Opportunity, Closed.

Priority

Priority of the lead. For example, Normal, High, Low.

Company Name

Name of the company.

Web Site

The company URL.

Industry

Industry segment the lead belongs to. For example, Telecommunications, Finance.

Annual Revenues

Approximate revenue of the company.

No. Of Employees

Approximate number of employees.

Last name

Lead contact surname.

First name

Lead contact first name.

Salutation

Lead contact salutation. For example, Mr, Mrs, Dr.

Title

Lead contact title. For example, Purchasing Manager.

Lead contact email address.

Phone Country Code

Phone country code of person.

Phone Area Code

Phone area code of person.

Phone Number

Phone number of person.

Fax Country Code

Fax country code of person.

Fax Area Code

Fax area code of person.

Fax Number

Fax number of person.

Address 1

First line of address.

Address 2

Second line of address.

Address 3

Third line of address.

Address 4

Fourth line of address.

City

Address city.

Zip Code

Address zip or postal code.

State

Address state or county.

Country

Address country.

The table below shows the Lead Status icons.

Status Icon

Description

In Progress

Opportunity

Closed

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