2.1 Leads Detailed View:

When you click any of the lead, it displays a new page which shows the detailed information about that particular lead. These information fields can be customized by the system administrator as per organizational requirements. Typically, this detailed information page contains the information fields in following three sections.

 

  •  Lead information
  •  Address information
  • Description information

In Leads Information, you can specify the information such as

fild Description
Lead information  
First Name Insert the first name of the lead.
Last Name* Insert last name of the lead. (Mandatory Field)
Fax Insert the fax number of the lead.
Email Insert the Email ID of the lead.
Assigned to* Select the user to whom this lead has to be assigned. (Mandatory Field)
Phone Insert phone number of the lead.
Title Give the title of the lead.
Lead Source Select the source from where the lead is generated.
Lead Status Select the status of the lead.
   
Address information  
Street Give the street name or number where the lead lives.
Postal Code Give the postal code of the address of the lead.
Country Write the name of the country in which lead lives.
PO Box Give the PO box number of the lead’s address.
City Give the name of the city in which the lead lives.
State Specify the state to which the lead belongs.
   
Description information Write a little description about the Lead.
Contacts Add the contacts of the lead.
Locations Mention the location of the lead.
Products Mention the products for which lead has shown some interest.
Email Add the Email ID of the lead.
Activity history Mention all the past activities for the lead.
Documents Attach the related documents with the lead.
Activities Add the related task or to do with the lead.
Campaigns Mention the campaigns related to the lead.
Services Specify the services in which the lead is interested.