Lead Contact Accounts
Index
Lead Contact Accounts-Search Criteria/Results
Lead Contact Accounts-Details Page
Create a New Lead Contact

The Lead Contact Accounts allows you to maintain account information for your lead contacts. When you first access the Lead Contact Accounts, you open the "Lead Contact Accounts-Search Criteria/Results" page.

  • The Search Criteria/Results page includes only a sub-set of all of the fields available on the Lead Contact Accounts. The remaining fields are found on the Lead Contact Accounts-Details page. The Search Criteria/Results page also includes all of the fields required for Export to Outlook.

Note: The ability to create and update information in the Leads Contact Accounts table is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in the Lead Contact Accounts. For more information, see Role Master-Permissions.

The following specifications apply to the lead contact account table:

  • A lead contact can be assigned to active leads only.

  • A lead contact can be assigned to multiple leads.

  • A lead contact must be manually deleted when it is no longer required. However, you cannot delete a lead contact when it is assigned to a lead in lead contact accounts.

  • Lead contacts that are assigned to leads are automatically deleted once the lead becomes a prospect.

The lead contact account view is a unique view in that you cannot edit or delete any of the detailed information directly in this view. All of the information associated with the lead contact account record defaults from the lead contact master record.

You can access information for an existing lead contact account or you can create a new lead contact account record. The following fields are available on the Lead Contact Accounts and are based on the order in which they appear in the results section on the search page:

  • Company - every record in the PointForce iTopia SQL database includes the company number. When reviewing the results from your search, the company number will display for all lead contact account records. Note: You cannot modify the company field once the record is created.

  • CM Contact Key - the lead contact master record you wish to use for the lead contact account record. This field is validated against the Lead Contact Master table.

  • Lead Key - the lead master record you wish to associate with the lead contact. This field is validated against the Lead Master table.

  • Lead Name - the lead name associated with the lead master record. You cannot edit this field.

  • Company Name - the company name associated with the lead contact master record. You cannot edit this field.

  • Contact First Name - the first name associated with the lead contact master record. You cannot edit this field.

  • Contact Last Name - the last name associated with the lead contact master record. You cannot edit this field.

  • Telephone Number - the telephone number associated with the lead contact master record. You cannot edit this field.

For information on the functionality of each button on the Lead Contact Accounts Search Criteria Results/Grid page, click here.

 
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