Lead page

The lead page consists of the field group containing common data, and several tabs.

Need type	Lead need type. For example, the category of product or service in which the potential customer is interested. This is a required field.
Need maturity	Probability of making a sale. Need maturity level ranges from the “Suspected“ to the “Sales-ready“. The value can be changed automatically during the lead management process flow.
Source	The source of the new lead, for example, it could be “Internet/Website” or “Inbound call/email”.
Created on	Date and time when the new lead record was added. This is a non-editable field.
Lead stage	The stage that the lead is currently at, for example, “Qualification“, “Distribution“, “Awaiting sale“. The value is non-editable and changes automatically during the lead management process flow.
Contact	A company or an individual, whose need is recorded. For example, if you received a call from the contact who was previously registered in bpm’online sales. The titles of these fields will be displayed as [Qualified as contact] and [Qualified as account] in the list, respectively.
Account
Lead	Lead name. The field is not displayed on the page but can be displayed in the list. It can be created on the basis of the values that are specified in the [Contact] and [Account] fields of the lead page.
Disqualification reason	The reason why the lead has been disqualified, for example, “Invalid data“ or “Can't be customer“. The field is displayed if the lead is at the “Disqualified“ stage. The field is non-editable and can be filled in upon lead disqualification.

The [Lead details] tab contains initial data received from the lead. For example, information about registration results on you company web-site.

Information about the contact the lead is received from. The data specified here will be displayed on the [Contact details] tab of the lead qualification page.

Contact name	First and last name of the contact.
Gender	Gender of the contact.
Job title	Position held by the contact, for example, “Department manager”.
Department	Company department where the contact works.
Salutation	Salutation used to refer to the contact, such as the first name or the last name with the honorific.
Title	Honorific for the contact, for example, “Mr” or “Mrs”.
Full job title	Exact job title, such as “Sales department manager”.
Role	Contact's influence in the decision making process, for example, “Decision maker” or “Influencer”.

If the interest in your products is received from the company, specify the information about this
company in this field group. The data specified here will be displayed on the [Account details] tab of the lead disqualification page.

Name	Name of the company that is the potential customer.
Industry	Field that the account operates in, for example, “IT company”, “Business services”, or “Manufacturing and distribution”.
Annual revenue	Possible annual revenue ranges for companies, for example, “16 – 20 million” or “21 – 30 million”.
Category	Account category that defines how important the account is for your company. For example, “A“ – top importance, “D“ – low importance.
No. of employees	Approximate number of employees in the company, for example “51 – 100” or “501 – 1000”.
Legal entity	Type of legal entity of the company, for example, “LLP”, “Ltd.”, or “Inc.”.

Communication options of the potential customer. The specified data will be displayed on the [Contact details] and [Account details] tab of the lead qualification page.

Email	The potential customer's email.
Web	Company web-site.
Mobile phone	Phones that can be used to reach a potential customer.
Business phone	Phones that can be used to reach a potential customer.
Fax	Company fax.

Information about the contact or account location from whom the lead was received. The specified data will be displayed on the [Contact details] and [Account details] tabs of the lead qualification page.

Country	The location of the potential customer. The [State/province] and [City] fields are connected to the [Country] field. For example, if a city is located in a certain country, then when you fill in the [City] field, the [Country] field will be filled in automatically. Similarly, if you enter a province, the [Country] field will be filled in automatically. When you fill in the [Country] field, the [State/province] and [City] fields will display only those regions and cities that correspond to the selected country.
City
State/province
ZIP/postal code	ZIP or postal code of the customer.
Address	The street name, as well as building or office number of the potential customer.
Address type	Type of address, for example, “Home” or “Business”.

The address type “Home“ and “Business“ will be displayed on the [Contact details] tab of the lead qualification page, the address type “Actual“ and “Legal“ – on the [Account details] tab. The address type “Delivery“ will be displayed on the qualification page both for the contact and account connected to the lead.

The tab contains detailed information about the needs of the potential customer.

The history tab contains history the comnpleate of a lead's interconnections, as well as information about distribution and the lead handoff.

Tasks, email messages or calls that are connected to the selected lead. This detail displays information from the [Activities] section. To connect an activity to the lead, fill in the [Lead] field of the activity page.

If the division or the employee who will be assigned to manage this lead is known, specify the corresponding contact or division in this field group. The data can also be specified later during the lead distribution stage.

Use this field group to specify additional information about lead handoff. The data can be specified later on the lead handoff page that can be opened on the lead handoff stage.

Owner	Opportunity division employee who is assigned as the owner for the lead.
Budget	Expected opportunity budget.
Date and time of the meeting	Specified date of the scheduled meeting the with the customer.
Decision timeline	Expected customer decision timeline for the opportunity.
Opportunity	Opportunity that is connected to the lead.
Order	Order that is connected to the lead.

The [Attachments and notes] tab contains additional additional information about the lead, as well as attachments and links to the web resources related to it.

This detail is used to store attachments and links about the lead. For example, you can attach documents that display the history of interaction with the lead, or just useful links.

– the tile view. In this view, the files and links added to the detail are displayed as icons. Icon appearance varies depending on the file extension and can be set up in the [File extension] lookup. For the files whose types are undefined in the lookup, a default icon is used.

– the list view. In this view, the files and links added to the detail are displayed as a list of records.

To add a file to the detail, click the [Add file] button and select the needed file in the opened window, or simply drag the file and drop it into the detail.

To add a link, select the [Add link] command in the [Actions] button menu. On the displayed page, enter the link address in the [Name] field. To edit a link, select it on the detail, then select the [Change properties] option in the [Actions] menu.

The [Notes] detail is used to store additional text information about the lead. You can edit and organize the notes on the detail. If you switch to another tab of the lead page, the information on the [Notes] detail will be saved.

Owner	The employee who is assigned as the owner resposible for proceeding the lead to handoff.
Division in opportunity	Your company division which is in charge of the lead handoff.