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Leads Fields

Use the Lead Edit page to add a lead or update details for an existing lead. The Lead Edit page shows the complete set of fields for a lead.

TIP: You can also edit leads on the Leads List page and the Lead Detail page. For more information on updating records, see Updating Record Details.

NOTE: Company administrators can customize your application in a variety of ways, such as changing names for record types, fields, and options in drop-down lists. Therefore, the information you see onscreen might differ from the standard information described in this table.

The following table provides additional information regarding some fields.

Field

Description

Key Lead Information

Company

For a company, corresponds to the account name.

Never Email

Indication of the lead’s preference to receive emails or not.

Opportunity Related Information

Status

Status of the lead, such as Qualifying, Qualified, Converted, Rejected, and Archived. Can only be changed on the Lead Edit page, not on the New Lead page.

For more information about this field’s values and their meanings, see Status Field Values below.

Rating

Scale rating as set up by your company, such as A = Hot, B = Warm, C = Cool, and D = Cold.

Product Interest

Product or service in which the lead expresses interest.

Potential Revenue

Potential revenue, in the currency selected by you or your company administrator.

Estimated Close Date

Date and time the lead is expected to close.

Next Step

Description of the next step to take.

Source

Source categories as set up by your company, such as Advertising, Direct Mail, Event, Promotion, Referral, Trade Show, Web, Partner, Purchased, Rented, and Other.

Campaign

Campaign that generates this lead or is linked to this lead.

Industry

Industry category for the lead as set up by your company.

Annual Revenues

Annual revenue for the lead’s company.

Additional Information

Associated Account

Account linked to this lead. Required for converting leads to opportunities.

Associated Contact

Contact linked to this lead. Required for converting leads to opportunities.

Associated Deal Registration

Deal Registration linked to this lead. This field is automatically set when a lead is converted to a deal registration.

Associated Opportunity

Opportunity linked to this lead. Required for converting leads to opportunities.

Owner

The owner of the lead record.

Depending on the record ownership mode that your company administrator sets up for the record type, you might see the Owner field, or the Book field, or both of these fields on the record Detail page, and one or both of the fields might be blank. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

Owner Full Name

The owner of the lead record.

Reassign Owner

Indicates that the lead should be reassigned. If your company administrator has set up lead assignment rules, selecting this field triggers the assignment manager in Oracle CRM On Demand to process the lead again and assign it according to the rules. The assignment manager can reassign records only to users. It can reassign records only if the record type is configured in the user mode or mixed mode of record ownership. The assignment manager cannot reassign records if the record type is configured in book mode. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

NOTE: The processing time for reassigning records can vary depending on the complexity of your company's assignment rules, the number of records to be reassigned, and current system load. The name of the lead owner changes when the record is reassigned.

Sales Person

Sales person your company assigns to this lead.

Description

Additional information describing the lead. Limit of 16,350 characters.

Web Site

The web site linked to the lead.

Ownership Status

The current status of ownership for the lead.

Profession

This field is specific to Oracle CRM On Demand Financial Services Edition.

Approximate Income

This is a currency field. This field is specific to Oracle CRM On Demand Financial Services Edition.

Date of Birth

This field is specific to Oracle CRM On Demand Financial Services Edition.

Age

This field is calculated from the Date of Birth field. This field is specific to Oracle CRM On Demand Financial Services Edition.

Qualified Date

Automatically populated with the current date when the Status field is set to Qualified.

Status Field Values

As a lead moves through the lead management process, the lead Status field indicates where it is in the process. Status values are a main way of filtering leads. For more information about the lead management process, see Leads.

The following table lists the status field’s possible values.

Status

Description

Archived

Results from completion of the Archiving steps (Archiving Leads). Lead is determined to have no value to your company and is removed from the assessment process.

Converted

Results from completion of the Converting steps (Converting Leads to Accounts, Contacts, Deal Registrations, or Opportunities). Lead is determined to have enough value to become an opportunity.

Qualified

Results from completion of the Qualifying steps (Qualifying Leads). Lead has passed the Qualify process. New owner becomes the salesperson assigned to the lead.

Qualifying

Results from completion of the Creating steps (Qualifying Leads). Lead has been created and is undergoing or about to start the Qualifying process. Owner defaults to the person who created the lead.

Rejected

Results from completion of the Rejecting steps (Rejecting Leads). Qualified lead is determined not to have as much value as the evaluator originally thought.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.