Lead List 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.

Most available columns show data from the Lead Info Center. In addition, you can use this tab to include columns that contain associated data. These are called "grid columns."

The list of columns in this topic includes all available grid columns. However, the grid columns that actually display on the Columns tab vary based on your selection in Grid Type on the General tab of the Options dialog box. The grid column labels begin with the grid type. For example, the each of the activities grid column labels begins with Activities - (Activities - Type, Activities - Start Date, and so on).

Contents

Field	Description
Lead Name	This column displays the lead’s full name.
Number (Title)	This column displays the lead's title (for example, CEO or Contracts Administrator).
Company	This column displays the name of the lead's current employer.
Status	This column displays the lead's status (for example, New or Qualified).
Source	This column displays the source of the lead (for example, the name of a specific conference or member list).
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.
Leads Owner	This column displays the name of the employee at your firm who is associated with this lead as its "owner."
Description	This column displays additional text describing the lead.
Status Reason	This column displays the reason for the lead's status. For disqualified leads, this column could explain why the lead was disqualified.
Type	This column displays the type of lead (for example, Schools or Health Care).
Record Status	This column indicates if the lead is active or inactive: When a new lead is created, the record status is Active. When a lead is qualified, the record status changes to Inactive.
Address 1, 2, 3	This column displays the lead's street address (street name and number, suite number, post office box number).
City	This column displays the city from the lead's address.
State	This column displays the state from the lead's address.
Zip	This column displays the zip code from the lead's address.
Country	This column displays the country from the lead's address.
Business Fax	This column displays the lead's business fax number.
Mobile	This column displays the lead's cellular telephone number.
Home Phone	This column displays the lead's home telephone number.
Pager	This column displays the lead's pager telephone number.
Email Address	This column displays the lead's email address.
Web Site	This column displays the lead’s company Web site address.
Create User	This column displays the user ID of the person who created the lead record in the Lead Info Center.
Create Date	This column displays the date on which the lead record was created.
Modify User	This column displays the user ID of the person who most recently modified the lead record.
Modify Date	This column displays the date on which the lead record was most recently modified.
Custom Currency Code	If a currency code was specified in the Info Center, this column displays that code.
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 - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activities - Priority	This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Activity Owner	This column displays the name of the employee who is responsible for the activity.
Activities - Client Contact	This column displays the name of the client contact associated with the activity.
Activities - Client Contact Bus. Phone	This column displays the client contact's work telephone number.
Activities - Vendor	This column displays the name of the vendor associated with the activity.
Activities - Vendor Contact	This column displays the name of the vendor contact associated with the activity.
Activities - Vendor Contact Bus. Phone	This column displays the vendor contact's work telephone number.
Activities - Opportunity	This column displays the name of the opportunity associated with the activity.
Activities - Project	This column displays the name of the project associated with the activity.
Activities - Marketing Campaign	This column displays the marketing campaign associated with the activity.
Activities - Location	This column displays the location where the activity occurred or will occur.
Activities - Notes	This column displays additional text that describes the activity.
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.
Marketing Campaigns - Number	This column displays the marketing campaign identifier.
Marketing Campaigns - Name	This column displays the name of 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.
Row Count	This column displays the total number of detail lines for each group, based on the sorting and grouping selections on the Sorting/Grouping tab. If the report groups data at more than one level, this column displays row counts for all grouping levels.