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Field reference

Lead

How to use Lead in Leads & Opportunities: access, working steps, fields, related records and troubleshooting.

Sales & MarketingUpdated 12 October 2026Configuration-aware guidance
Open Lead ↗Module guide

Purpose and access

Maintain the prospect identity and contact details, record the requirement, and progress qualified opportunities into quotations. Record an outcome and next action so the commercial pipeline is useful to the next person reviewing it.

This page is a record page in Sales & Marketing → Leads & Opportunities. Use the link above to open the configured destination; permissions are checked by the destination service.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Before you start

Prepare the required information: Status.

Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.

Working steps

  1. Open Lead from Sales & Marketing → Leads & Opportunities, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
  4. Save the record and address validation messages. Reload and verify the saved values and relationships.
  5. Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.

Field reference

These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.

FieldType / behaviorHow to use it
Seriesnaming_seriesSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • CRM-LEAD-.YYYY.-
SalutationsalutationLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Salutation

First Namefirst_nameData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Middle Namemiddle_nameData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Last Namelast_nameData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Full Namelead_nameData
Optional · Read-only		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Job Titlejob_titleData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
GendergenderLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Gender

Lead Ownerlead_ownerLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: User

StatusstatusSelect
Required		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Lead
  • Open
  • Replied
  • Opportunity
  • Quotation
  • Lost Quotation
  • Interested
  • Converted
  • Do Not Contact
From CustomercustomerLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Customer

Lead TypetypeSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Client
  • Channel Partner
  • Consultant
Request Typerequest_typeSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Product Enquiry
  • Request for Information
  • Suggestions
  • Other
Emailemail_idData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
WebsitewebsiteData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Mobile Nomobile_noData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
WhatsAppwhatsapp_noData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
PhonephoneData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Phone Ext.phone_extData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Organization Namecompany_nameData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
No of Employeesno_of_employeesSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • 1-10
  • 11-50
  • 51-200
  • 201-500
  • 501-1000
  • 1000+
Annual Revenueannual_revenueCurrency
Optional		Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value.
IndustryindustryLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Industry Type

Market Segmentmarket_segmentLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Market Segment

TerritoryterritoryLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Territory

FaxfaxData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
CitycityData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
State/ProvincestateData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
CountrycountryLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Country

Sourceutm_sourceLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: UTM Source

Mediumutm_mediumLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: UTM Medium

Campaignutm_campaignLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: UTM Campaign

Contentutm_contentData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Qualification Statusqualification_statusSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Unqualified
  • In Process
  • Qualified
Qualified Byqualified_byLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: User

Qualified onqualified_onDate
Optional		Choose the business date required for this field. Confirm its relationship to other dates on the record.
CompanycompanyLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Company

Print LanguagelanguageLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Language

DisableddisabledCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
UnsubscribedunsubscribedCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Blog Subscriberblog_subscriberCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.

Troubleshooting

  • Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
  • Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
  • Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
  • Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.
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