Leads
A list in CRM → Sales. Records can be created and corrected here, under the rules in What may be changed.
Where to find it
Address in the console: /crm/leads
List · 8 columns · 29 fields on its form · 2 of them required · 3 actions
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 |
|---|---|---|
| Company | Text | company |
| Website | Text | website |
| Contact | Text | contact_name |
| Industry | Text | industry |
| Source | Status | source |
| Score | Number | score |
| Grade | Status | score_grade |
| 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 |
|---|---|---|---|
| Company required | Text | ||
| Website required | Text | The company’s web address, for example https://example.com | |
| Contact first name | Text | The person at the company, if you know one yet; the people at a lead are kept under Lead contacts. | |
| Contact last name | Text | ||
| Job title | Text | ||
| Text | |||
| Phone | Text | ||
| LinkedIn profile | Text | ||
| Industry | Choice | Manufacturing, Healthcare, Financial services, Retail, Technology, Professional services, Education, Government, Construction, Logistics, Energy, Hospitality, Information technology, Aerospace and defense, Automotive, Telecommunications, Pharmaceuticals and life sciences, Other | |
| Company size | Choice | 1-10, 11-50, 51-200, 201-500, 501-1000, 1001-5000, 5000+ | |
| 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. |
| City | Text | ||
| Postal / ZIP code | Text | ||
| Address line 1 | Text | ||
| Address line 2 | Text | ||
| Metro area | Text | ||
| Annual revenue | Number | ||
| Number of locations | Number | ||
| SIC code | Text | US Standard Industrial Classification. Shown for a company in the United States, Canada or Mexico. | |
| NAICS code | Text | North American Industry Classification System. Shown for a company in the United States, Canada or Mexico. | |
| Fiscal year end | Text | As the company states it, e.g. December or 31-Mar. | |
| Lead owner | Choice | Looked up from existing records | |
| Ownership type | Choice | Public, Private, Subsidiary, Government, Partnership, Non-profit, Other | |
| Lead group | Text | ||
| Source | Choice | web, event, referral, partner, import, campaign, outbound, other | |
| Campaign | Choice | Looked up from existing records | The campaign that produced this lead. |
| About the company | Long text | ||
| Notes | Long text |
What you can do here
Score
Asks for confirmation: Compute explainable rule-based score?
Convert primary
Asks for confirmation: Create an account + contact from this lead?
Why this score
What the score is made of, and its history
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.