CRM › Sales
Lead Contacts
The people at each lead: names, email, mobile and office numbers, titles and addresses. Import a contacts sheet after its leads sheet; each row is attached to its lead by the Lead Name it carries.
Where to find it
Address in the console: /crm/lead-contacts
List · 9 columns · 25 fields on its form
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Lead | Text | lead_name |
| First name | Text | first_name |
| Last name | Text | last_name |
| Text | email | |
| Mobile | Code | mobile |
| Office | Code | office_phone |
| Title | Text | job_title |
| City | Text | city |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Lead | Choice | Looked up from existing records | Or give the lead name below, as an import does. |
| Lead name | Text | ||
| First name | Text | ||
| Last name | Text | ||
| Email address | |||
| Mobile number | Text | ||
| Office number | Text | ||
| Extension | Text | ||
| Job title | Text | ||
| LinkedIn profile | Text | ||
| Address line 1 | Text | ||
| Address line 2 | Text | ||
| Area | Text | ||
| City | Text | ||
| Country | Choice | Looked up from existing records | |
| State / province | Choice | Looked up from existing records | Chosen from the country’s own list where there is one, typed where there is not. |
| Postal / ZIP code | Text | ||
| Contact status | Text | ||
| Owner | Choice | Looked up from existing records | |
| Ownership type | Choice | Public, Private, Subsidiary, Government, Partnership, Non-profit, Other | |
| Lead group | Text | ||
| Business card | Text | ||
| About the contact | Long text | ||
| Notes | Long text | ||
| Active | Yes or no |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.