| Field |
Description |
| Lead Name |
Name of the Opportunity |
| Constitution |
Lead Constitution details |
| Contact First Name |
Contact first name details |
| Contact Last Name |
Contact last name details |
| Designation |
Contact designation |
| Local Name |
Lead Local Name |
| Website |
Lead Website |
| No of Employees |
No of Employees |
| Place of Incorporation |
Place of Incorporation |
| Date of Incorporation |
Date of Incorporation |
| Industry Code |
Refer Admin – CDP – LOV Setup |
| Preferred Currency |
LOV |
| SIC Code |
SIC code |
| Annual Revenue |
Annual Turnover |
| Credit Hold |
Yes |
| No |
| Credit Limit |
Credit limit value |
| Social ID |
Refer Admin – CDP – LOV Setup |
| Relationship with Main Lead |
Refer Admin – CDP – LOV Setup |
| Lead Source |
Refer Admin – CDP – LOV Setup |
| Intermediary Partners Name |
Example – If Lead source selected = TCP/Intermediaries, the Intermediary Partner’s Name DDL becomes mandatory for selection. |
| Description |
Description of the Lead |
| Classification |
Refer Admin – CDP – LOV Setup |
| Is Tax Exempted |
Refer Admin – CDP – LOV Setup |
| Tax Exempt No |
Tax registration No |
| RM |
Name of relationship manager |
| Assigned Team |
Name of the team to which Lead is assigned |
| Latitude |
Refer Admin – Base Config – LOV Setup |
| Lead Image |
Auto updated |
| Marketing Campaigns |
Display of live Campaigns the Lead is associated with and < 2 then it’s a popup |
| Total Sales per Year |
Last 5 years |
| Payment Received |
For latest Year |
| Payment Terms |
Terms of payment |
| Shipping Method |
Refer Admin – UC – LOV Setup |
| Lead Size |
Refer Admin – CDP – LOV Setup |
| Lead Type |
Refer Admin – CDP – LOV Setup |
| Time Zone |
Refer Admin – Base Config – LOV Setup |
