Lead Summary Columns Tab

Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.

This report can contain two types of sections:

• Default sections — You select the default sections in Report Sections to Include on the General tab. Each default section contains a pre-defined set of columns. You do not select the columns for the default sections. The table below provides descriptions of the columns in the default sections.

• User-defined sections — If you set up user-defined sections for this report, use the Columns tab to select the columns for each of those sections and specify column attributes. The columns available for user-defined columns are the same as those available for the Leads List. Refer to the help topics for the Leads List for descriptions of the columns that you can select for user-defined columns.

You can include both default sections and user-defined sections on the same report.

Contents

Field	Description
Lead Name	This column displays the lead’s full name.
Title	This column displays the lead's title (for example, CEO or Contracts Administrator).
Description	This column displays additional text describing the lead.
Company	This column displays the name of the lead's current employer.
Email Address	This column displays the lead's email address.
Owner	This column displays the name of the employee at your firm who is associate with this lead as its "owner."
Source	This column displays the source of the lead (for example, the name of a specific conference or member list).
Status	This column displays the lead's status (for example, New or Qualified).
Status Reason	This column displays the reason for the lead's status. For disqualified leads, this column could explain why the lead was disqualified.
Address	This column displays the lead's street address, city, state, and zip code. The report shows this information in a single column.
Website	This column displays the lead’s company Web site address.
Type	This column displays the type of lead industry (for example, Schools or Health Care).
Rating	This column displays the rating of the lead's level of interest: Hot, Warm, or Cold.
Business Phone	This column displays the lead's business telephone number.
Business Fax	This column displays the lead's business fax number.
Mobile	This column displays the lead's cellular telephone number.
Home	This column displays the lead's home telephone number.
Pager	This column displays the lead's pager telephone number.
Marketing Campaigns – Name	This column displays the name of the marketing campaign.
Marketing Campaigns – Number	This column displays the numeric identifier for the marketing campaign.
Marketing Campaigns – Status	This column displays the status of the marketing campaign: Active or Inactive.
Marketing Campaigns – Type	This column displays the type of marketing campaign (for example, Webcast, Direct Mail, or Seminar).
Marketing Campaigns – Launch Date	This column displays the marketing campaign's launch date.
Marketing Campaigns – End Date	This column displays the marketing campaign's ending date.
Activities – Completed	The activity can be Pending or Completed.
Activities – Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Activities – Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activities – Date	This column displays the date and time that the activity occurred or is scheduled to occur.
Activities – Client	This column displays the name of the client associated with the activity.
Activities – Contact	This column displays the contact associated with the activity. The contact can be a participant in the activity, or the activity can be a task your firm undertakes for the contact.
Files – Description	This column displays a brief description of the file or Web address (URL).
Files – File Path	This column contains one of the following: The complete path for an external file. This path includes the file name and extension. If you preview the report, you can click the file path to open the file. The address (URL) for a Web site, intranet site, file transfer (FTP) site, and so on. If you preview the report, you can click the file path to go to that address.
Files – Graphic	This column contains a Y or N (yes or no) to indicate whether or not the file is a graphic file.