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Household # |
Displays a unique identifier for the household. |
Name |
Type a name that identifies the household. Typically this name is the last name of one or more contacts who are members of the household. |
Type |
Select the type of people that make up the household. Typical values include Family - Children, Family - No children, Family - Senior Citizen, and Single. |
Category |
Select the value of the household to your organization. Available values are Platinum, Gold, Silver, and Standard. |
Segment |
Select the general economic class of the household, or home-ownership status. Typical values are White Collar, Blue Collar, Rural, Own Residence, and Renter. |
Status |
Select the current stage in the customer interaction life cycle. Defaults to Active for a new household record. |
Team |
Select the employees assigned to work with this household. If a call center user is not a member of the household team, then that user does not receive information about this household during Mobile Web Client synchronization. |
Organization |
Select the organization that interacts with the household. |
Income |
Type the total income from all members of the household. |
Head of Household |
Select the name of the main decision-maker for the household. Available values are all the contacts for the household. |
Revenue |
Type the amount of revenue your organization obtains from this household. |
Wealth |
Select the estimated total wealth of the household. |
Size |
Type the total number of people in the household. |
Address |
Displays the address of the primary household contact. |
City |
Displays the name of the city where the primary household contact resides. |
State |
Displays the name of the state where the primary household contact resides. |
Zip Code |
Displays the zip code of the primary household contact. |