Leads Table Formats (Leads)
Follow Vision specifications for preparing a file containing lead data.
| Field Name | Data Type | Length | Notes |
|---|---|---|---|
|
LeadID |
varchar | 32 | Internal reference number for the Lead record; primary key |
|
Prefix |
varchar | 10 | Lead's prefix |
|
FirstName |
varchar | 25 | Lead's first name |
|
MiddleName |
varchar | 30 | Lead's middle name |
|
LastName |
varchar | 30 | Lead's last name; required field |
|
Suffix |
varchar | 20 | Lead's suffix |
|
Title |
varchar | 50 | Lead's title |
|
Description |
varchar | 100 | User-entered description of the lead |
|
Company |
varchar | 100 | Lead's company |
|
Rating |
varchar | 10 | Lead's rating; CFGLeadRating (Code/Description) |
|
Status |
varchar | 10 | Lead's status; null or must exist in CFGLeadStatus (Code/Description) |
|
StatusReason |
varchar | 10 | Reason for the lead's status; null or must exist in CFGLeadStatusReason (Code/Description) |
|
Source |
varchar | 50 | Lead's source |
|
Industry |
varchar | 10 | Lead's industry; CFGIndustry (Code/Description) |
|
Address1 |
varchar | 50 | First line of the lead's address |
|
Address2 |
varchar | 50 | Second line of the lead's address |
|
Address3 |
varchar | 50 | Third line of the lead's address |
|
City |
varchar | 30 | Lead's city |
|
State |
varchar | 10 |
Lead's state. The state must exist in CFGStates. If you import both state and country, that combination must already be a valid combination in Vision. If you import a state but not a country, the state must be a valid state for the United States. |
|
Zip |
varchar | 10 | Lead's zip code |
|
Country |
varchar | 40 | Lead's country |
|
BusinessPhone |
varchar | 24 | Lead's business telephone number |
|
BusinessFax |
varchar | 24 | Lead's business facsimile transmission number |
|
Mobile |
varchar | 24 | Lead's cellular telephone number |
|
Home |
varchar | 24 | Lead's home telephone number |
|
Pager |
varchar | 24 | Lead's pager telephone number |
|
|
varchar | 50 | Lead's email address |
|
Website |
varchar | 255 | Lead's website URL |
|
RecordStatus |
varchar | 10 | Lead record's status; valid options are Active and Inactive |
|
Employee |
varchar | 20 | Lead's owner |
|
PreferredName |
varchar | 60 | Lead's preferred name |
|
CustomCurrencyCode |
varchar | 3 | The currency code of any custom currency fields in the Lead Info Center |