A Contact is a basic information captured in the LeadX platform. A Contact in LeadX contains basic information about the Contact - Company and Contact person.
You can capture the following information while capturing the Contact information.
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Contact - Company Parameters
Parameter | Description | Role Access | ||
|---|---|---|---|---|
Company Name * | Name of the Company
| Lite/ Basic/ Professional/ Manager | ||
Company Registration Number | The Registration number of Company if available | Lite/ Basic/ Professional/ Manager | ||
Office Address line 1 | Address information of the Company | Lite/ Basic/ Professional/ Manager | ||
Office Address line 2 | Address information of the company | Lite/ Basic/ Professional/ Manager | ||
Zip/Postal Address | Zipcode or Postal Address information of the company | Lite/ Basic/ Professional/ Manager | ||
Country registered | Name of the Country in which the Company registered | Lite/ Basic/ Professional/ Manager | ||
State | State information if available | Lite/ Basic/ Professional/ Manager | ||
City | City information if available | Lite/ Basic/ Professional/ Manager | ||
Website | Website URL of the company | Lite/ Basic/ Professional/ Manager | ||
Code | International dial Code | Lite/ Basic/ Professional/ Manager | ||
Phone Number | Phone number of the Company | Lite/ Basic/ Professional/ Manager | ||
Email Address | Email address of the company | Lite/ Basic/ Professional/ Manager | ||
Contact Person | Name of the Contact Person | Lite/ Basic/ Professional/ Manager | ||
Note | Additional Information to be provided regarding the company | Lite/ Basic/ Professional/ Manager |
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Parameter | Description | Role Access | ||
|---|---|---|---|---|
Company * | Name of the Company
| Lite/ Basic/ Professional/ Manager | ||
Prefix | Select Prefix from the drop-down | Lite/ Basic/ Professional/ Manager | ||
First Name * | First name of the Contact person | Lite/ Basic/ Professional/ Manager | ||
Middle Name | Middle name of the contact person | Lite/ Basic/ Professional/ Manager | ||
Last Name | Last name of the contact person | Lite/ Basic/ Professional/ Manager | ||
Title | Title information of the contact person e.g. Manager, CEO, CTO etc. | Lite/ Basic/ Professional/ Manager | ||
Email Address | Email address of the contact person | Lite/ Basic/ Professional/ Manager | ||
Code | International dial Code | Lite/ Basic/ Professional/ Manager | ||
Phone Number | Phone number of the Company | Lite/ Basic/ Professional/ Manager | ||
Address line 1 | Address information of the contact person | Lite/ Basic/ Professional/ Manager | ||
Address line 2 | Address information of the contact person | Lite/ Basic/ Professional/ Manager | ||
State | State information if available | Lite/ Basic/ Professional/ Manager | ||
City | City information if available | Lite/ Basic/ Professional/ Manager | ||
Zip/Postal Address | Zipcode or Postal Address information of the contact person | Lite/ Basic/ Professional/ Manager | ||
Note | Additional Information to be provided regarding contact person | Lite/ Basic/ Professional/ Manager |
| Info |
|---|
* Mandatory Information The Contact - Person Parameters will accessible to Lite user only when if Manager user or Organization want to access the Contacts to Lite user. |
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