Edit Lead Attributes

After you add a Lead element to your flow diagram, you can edit its attributes to define fields of the lead created by this element.

You can specify the status, strategy, stage, assigned sales representative, and territory of the lead.

1. Double-click the Lead element.
   The Lead window opens.
2. Enter the name of the element in the Label field.
3. Enter field information.

   Lead Window

   Field	Description
   *Name	Enter the name of the lead in this field. The contact’s email address is appended to the lead name.
   *Status	Click this drop-down list to assign a status to the lead. Only statuses with a Lead status type display. This field is set to Lead by default.
   Strategy	Click this drop-down list to assign the lead to a strategy. Only strategies with a stage assigned the Lead status type display.
   Stage	Click this drop-down list to assign the lead to a stage. The options in this menu depend on the strategy selected.
   Assigned	Click this drop-down list to assign the lead to a sales representative. Use the Find field at the bottom of the Assigned drop-down list to quickly find staff members. Tip: Wildcards are supported when searching staff members. You can search strings that include a space by entering %+Space+character, which is helpful when searching last names. For example, entering %+Space+b returns all last names starting with the letter b. There is also an implied wildcard when searching, so entering in the Find field returns all items containing the letter b.
   Territory	Click this drop-down list to assign the lead to a territory.
   Summary	Enter a summary of the lead in this field.

4. Click Set Custom Field to set custom fields for the lead. The Set Custom Field window opens.
   Note: You must define custom fields in the Custom Fields editor before you can set a custom field for a lead. See .
   1. Click the Field drop-down list to select the custom field you want to set.
   2. Enter the value of the custom field in the Value field.
   3. Click OK.
      The custom field and its value appear in the Custom Fields grid.
5. To edit the value of a custom field, click Edit next to the custom field.
6. To remove the set value of a custom field, click Delete next to the custom field.
7. To add any notes associated with the element, click the Notes tab and enter the notes.
8. Click OK.