The table below provides a definition of each default field for a lead record. To learn how to build custom fields, click here.
|Lead Name||The first and last name of the lead|
The company the lead works for. This is different from a 'Company' record.
|Owner||The user who should work to qualify this lead|
|Title||The job title of the lead|
|Value||The potential revenue this lead could generate for your business|
|Work Email||The email address this lead uses professionally|
|Work Phone||The phone number this lead uses professionally|
|The URL to the lead's LinkedIn profile|
|Work Website||The URL to the lead's professional website|
What stage of your lead qualification process is this record in?
You define what the above statuses mean in your workflow. You can also add custom statuses under 'Settings' > 'Lead Management'.
How did you learn about this lead?
|Address||The mailing or business address associated with this lead.|
|Description||Any additional notes you'd like to store about this lead.|
Who can see this lead?
To learn more about visibility permissions on records, click here.
|Tags||You can add a tag to this record and later pull all records with the same tag into a report.|
Still have questions?
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