The following table describes the default information boxes.
Box | Description/Action |
---|---|
Name | Lead’s full name. Click the Edit![]() |
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![]() |
Title | Lead’s title within the company. Click the ellipsis![]() |
Address |
Address or location of the lead. Click the Find To view a map of the address, click the MapQuest |
Industry | The industry to which the lead belongs. Click the ellipsis![]() |
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![]() |
|
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 leads'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![]() |