Setting up a New Lead
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Please, before setting up a new lead or a new contact, it is recommended for you to (first) review the "Setting up a New Partner" section first, if the person’s company or university has not (yet) been entered there. That way, we can be certain to name things consistently. The name of the partner will even automatically populate for contacts (although not for leads). |
Information about the fields for a lead:
| Lead Field | What This Field Does |
|---|---|
Name, which includes: Salutation, First Name, Middle Name, Last Name, Suffix |
The person’s name |
Title |
The person’s title at their job |
The person’s work email address |
|
Personal Email |
The person’s third-party email address |
Address |
The person’s mailing address |
Phone |
The person’s telephone number |
Personal LinkedIn |
The person’s LinkedIn page |
Personal Website |
The person’s individual webpage |
Company |
The partner company’s name (or university’s name) |
Lead Owner |
Data Mine team member who is the person’s primary point of contact |
Lead Source |
The way that The Data Mine first met the person |
Lead Status |
Status on the path for this person to become a contact who said yes |
Do Not Call |
Indicates that this person should not be called at the present time |
Email Opt Out |
Indicates that this person should not be emailed at the present time |
Rating |
Further clarification on the person’s status: cold, warm, hot |
Description |
Provides additional information about the person |