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

Email

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