Leads

This code defines the unique key in the contact record. This key can be manually assigned or if it is not entered, it can be defined via the CCN sequence number counter.

By default, this counter is constructed of a sequence number made up of 15 characters. To ensure the correct functioning of the Contact object, it is strongly advised to conserve these standard characteristics.

Used to give a civil title to the individual.

Define the identity of the contact. Each word separated by a space make it possible to search for this contact.

The code of the representative in charge of the lead is fed by default with the code of the representative linked to the connected user. This code can be manually modified. It can also be fed a posteriori depending on the criteria defined in the Lead sector function, then by launching a mass process for the leads assignment.

A lead is created with a "pending" status. This status does not allow the users to transform a lead into a BP (prospect or customer) or into a contact.

Once contacted by the representative in charge of his tracking, the lead can take different statuses:

• contacted
• qualified
• disqualified

Only the leads contacted or qualified can possibly be converted.

This indicator allows the user to know the global profit sharing level of a lead. A lead is a sale target, it is not considered yet as a prospect. This is only a first contact followed up with a representative.

This code is used to identify the country associated with the information.

In the country table, which controls this field, there is a certain number of characteristics useful to perform controls on dependent information, and especially :

• the telephone number format
• the format of the number identifying a company or an activity (SIRET, NAF in France)
• the postal code format
• the format of the bank ID number

This field specifies the position of the contact to choose from a pre-defined list.
The local menu 233 lists all the possible positions.

This field specifies the position of the contact to choose from a pre-defined list.
The local menu 233 lists all the possible positions.

This field, used for information purposes, makes reference to the codes entered in miscellaneous table 906.

This text field indicates the department to which the contact is attached.
No table controls this information.

Use this field to define the company tax registration number. This is an official identification number allocated by a government organization to identify a company. It is a unique code generally used to help with the administration of tax laws. The format of this number depends on the rules for the country.

This number might be known as a Tax Identification Number (TIN), SIREN (France), NIF (Spain), Company tax ID Number (USA). Generally, a business has a company registration number. 

This is the Standard Industrial Classification (SIC) code, which characterizes the principle activity of the business partner and can be used for selection, sorting, reporting, etc.

The entry format of the activity code depends on the Country.

This field is used to enter the turnover corresponding to the lead activity.

This field is used to qualify the economic activity of the customer with a level of segmentation adapted to the segmentation needs of the commercial team.

This field is used to record the commercial channel at the origin of the identification and qualification of a business partner.

Address code of the business partner (BP).

Click this icon to open a mapping site and locate the entered address.

Used to define the default language for the contact.

Indicate the birth date (when known) of the contact.

This category, defined in miscellaneous table 907, is used to qualify the contact for statistical or marketing reasons.

This code is used to identify the country associated with the information.

In the country table, which controls this field, there is a certain number of characteristics useful to perform controls on dependent information, and especially :

• the telephone number format
• the format of the number identifying a company or an activity (SIRET, NAF in France)
• the postal code format
• the format of the bank ID number

This table lists the various address lines. The formats of the title and of the entry are defined in the country table.

The city automatically suggested is the one associated with the postal code previously indicated. It is also possible to manually enter the name of a town/city:
- If the town/city is already defined, the associated postal code is automatically displayed,
- If it does not exist and the postal code control has been set up in the Country record, a warning message is displayed but the continuation of the entry is authorized (in order for this control to be applied, the CTY - Nonexistent city alert parameter - SUP chapter, INT group - must also be set 'Yes'),
- If it does not exist and the postal code is set up as mandatory for the country, a blocking message is displayed in case the fields Postal code or City/Town are entered or in case of modification of information in the address window of the BP. However, this control is not carried out in document creation.

Notes.

• Its format is defined in the Country record setup.
• Depending on this setup, the entered town/city can automatically be converted into uppercase after it has been entered.
• In order to make selections easier without taking into account the format (accented characters/uppercase letters/lowercase letters), the selection window available on this field proposes a column dedicated to the search, where the names of the towns/cities are displayed in uppercase.

Click this icon to open a mapping site and locate the entered address.

This field contains the geographical subdivision corresponding to definition of the postal address. For example, a 'department' for France, and a state for the United-States.

The description of the geographic subdivision, as well as the control on the information entry, are defined in theCountries setup.

This field loads automatically after the postal code and town/city have been entered and is based on the Postal codes setup.
If the field is controlled, the control is carried out with respect to the Geographical subdivision table.

The contact's address details that are to be used to send information, by post, by telephone, or email.

The representative in charge of the lead can save comments when interacting with the latter.

Lead creation date in the database.

Origin of the lead.

Code of the user who created the lead.