lead
Stores potential customer information, helping in sales tracking and lead conversion.
Columns
| Name | Type | References | Description |
| accessrole | String | Role assigned for system access and permissions. | |
| accountnumber | String | Unique account number associated with the lead. | |
| altemail | String | Alternative email address for the lead. | |
| altphone | String | Alternative phone number for the lead. | |
| assignedwebsite | String | Website assigned to the lead for tracking purposes. | |
| autoname | Boolean | Indicates whether the lead's name is automatically generated. | |
| balance | Decimal | Current outstanding balance for the lead. | |
| buyingreason | String | Reason specified by the lead for making a purchase. | |
| buyingtimeframe | String | Timeframe in which the lead intends to make a purchase. | |
| campaigncategory | String | Marketing campaign category associated with the lead. | |
| category | String | Category classification assigned to the lead. | |
| clickstream | String | Recorded website browsing history of the lead. | |
| comments | String | Additional comments or notes related to the lead. | |
| companyname | String | Name of the company associated with the lead. | |
| consolbalance | Decimal | Consolidated outstanding balance across subsidiaries. | |
| consoldaysoverdue | Integer | Number of overdue days across all subsidiaries. | |
| consoldepositbalance | Decimal | Consolidated deposit balance for the lead. | |
| consoloverduebalance | Decimal | Total overdue balance across all subsidiaries. | |
| consolunbilledorders | Decimal | Total unbilled orders for the lead across subsidiaries. | |
| contact | String | Primary contact person associated with the lead. | |
| creditholdoverride | String | Indicates whether credit hold is overridden for this lead. | |
| creditlimit | String | Credit limit assigned to the lead. | |
| currency | String | Currency in which transactions are conducted for the lead. | |
| currencyprecision | String | Number of decimal places used for currency calculations. | |
| customform | String | Custom form template assigned to the lead. | |
| datecreated | Datetime | Timestamp indicating when the lead was created. | |
| daysoverdue | Integer | Number of days the lead's balance has been overdue. | |
| defaultaddress | String | Default billing or shipping address for the lead. | |
| defaultbankaccount | String | Default bank account associated with the lead. | |
| depositbalance | Decimal | Total deposits held by the lead. | |
| draccount | String | Default debit account associated with transactions for this lead. | |
| String | Primary email address of the lead. | ||
| emailpreference | String | Preferred format for receiving emails (such as HTML, plain text). | |
| emailtransactions | Boolean | Indicates whether the lead receives transaction emails. | |
| entityid | String | Unique identifier assigned to the lead. | |
| entitystatus | String | Current status of the lead (such as prospect, customer). | |
| estimatedbudget | Decimal | Estimated budget allocated by the lead for purchases. | |
| externalid | String | External identifier used for integrations or third-party systems. | |
| fax | String | Fax number associated with the lead. | |
| faxtransactions | Boolean | Indicates whether the lead receives transaction documents via fax. | |
| firstname | String | First name of the lead contact. | |
| firstvisit | Datetime | Date and time of the lead's first recorded website visit. | |
| fxaccount | String | Foreign exchange account associated with the lead. | |
| giveaccess | Boolean | Indicates whether the lead has system login access. | |
| globalsubscriptionstatus | String | Global subscription status for marketing emails and notifications. | |
| homephone | String | Home phone number of the lead contact. | |
| image | String | Profile or company logo image associated with the lead. | |
| isbudgetapproved | Boolean | Indicates whether the lead's budget has been approved. | |
| isinactive | Boolean | Specifies whether the lead is marked as inactive. | |
| isjob | String | Indicates whether the lead is associated with a project or job. | |
| isperson | String | Indicates whether the lead represents an individual rather than a company. | |
| keywords | String | Search keywords associated with the lead for marketing purposes. | |
| language | String | Preferred language for communication with the lead. | |
| lastmodifieddate | Datetime | Timestamp indicating the last update made to the lead's record. | |
| lastname | String | Last name of the lead contact. | |
| lastpagevisited | String | Last webpage visited by the lead. | |
| lastvisit | Datetime | Date and time of the lead's most recent website visit. | |
| leadsource | String | Marketing source through which the lead was acquired. | |
| middlename | String | Middle name of the lead contact. | |
| mobilephone | String | Mobile phone number of the lead contact. | |
| monthlyclosing | String | Specifies the closing period used for financial reporting. | |
| negativenumberformat | String | Format used to display negative numbers for this lead. | |
| numberformat | String | Preferred number format for this lead's transactions. | |
| otherrelationships | String | Other business relationships linked to this lead. | |
| overduebalance | Decimal | Total overdue balance for this lead. | |
| parent | String | Parent company or entity associated with the lead. | |
| partner | String | Partner associated with this lead, if applicable. | |
| phone | String | Primary phone number of the lead. | |
| phoneticname | String | Phonetic representation of the lead's name. | |
| prefccprocessor | String | Preferred credit card processor for this lead. | |
| pricelevel | String | Price level assigned to this lead for transactions. | |
| printoncheckas | String | Name format used when printing checks for this lead. | |
| printtransactions | Boolean | Indicates whether transaction documents are printed for this lead. | |
| receivablesaccount | String | Accounts receivable account linked to this lead. | |
| referrer | String | Referring source or person who introduced this lead. | |
| resalenumber | String | Resale certificate number for tax-exempt transactions. | |
| salesgroup | String | Sales group assigned to manage this lead. | |
| salesreadiness | String | Assessment of the lead's readiness to make a purchase. | |
| salesrep | Integer | Identifier of the sales representative managing this lead. | |
| salutation | String | Salutation or title (such as Mr., Ms., Dr.) of the lead contact. | |
| sendemail | Boolean | Indicates whether emails can be sent to this lead. | |
| sourcewebsite | String | Website from which this lead originated. | |
| stage | String | Current stage of the lead in the sales funnel. | |
| strength | String | Assessment of the lead's potential strength as a customer. | |
| subsidiary | String | Subsidiary associated with this lead, if applicable. | |
| syncpartnerteams | Boolean | Indicates whether the lead's data syncs with partner teams. | |
| syncsalesteams | Boolean | Indicates whether the lead's data syncs with sales teams. | |
| taxable | Boolean | Specifies whether the lead is subject to sales tax. | |
| taxexempt | Boolean | Indicates whether the lead is tax-exempt. | |
| taxfractionunit | String | Fractional unit used for tax calculations. | |
| taxitem | String | Tax item or rate assigned to this lead. | |
| taxrounding | String | Method used for rounding tax amounts in transactions. | |
| terms | String | Payment terms assigned to this lead. | |
| territory | String | Sales territory associated with this lead. | |
| title | String | Job title of the lead contact. | |
| unbilledorders | Decimal | Total value of unbilled orders associated with the lead. | |
| unsubscribe | String | Indicates whether the lead has unsubscribed from communications. | |
| url | String | Website URL associated with the lead. | |
| vatregnumber | String | Value-added tax (VAT) registration number for the lead. | |
| visits | Integer | Total number of website visits by the lead. | |
| weblead | String | Indicates whether the lead originated from an online form or website. |