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 |