A lead’s information is saved in three groups:
Basic Information:
This includes all the default lead fields provided by Freshsales that can be filled in manually through lead forms and during import, or automatically using our Freshsales for Web library
Here’s the list of default fields.
Field Name | Description |
First Name | Lead’s first name |
Last Name | Last name* |
Company name | The company that the lead works for |
Job Title | Designation |
Email | Email Address of the lead
|
Department | The department the lead belongs to |
Work | Work phone number |
Mobile | Mobile phone number |
| Other Phone Numbers* | Alternate numbers that can be used to reach the lead when Work and Mobile numbers are not available. Eg: Support hotline numbers, Personal mobile phone number etc. |
Address | Residential Address including city, state, country. |
Timezone | Timezone |
Facebook profile link (Auto enriched) | |
LinkedIn profile link (Auto enriched) | |
Twitter profile link (Auto enriched) | |
Company Website | Company’s website |
Company Phone | Company’s phone number |
Company Annual Revenue | Company’s annual revenue |
Number of employees | Company’s employee count |
Company address | Company’s address including city, state, country. Eg: 160-6802 Aliquet Road. |
Business Type | Company’s business type with respect to yours |
Industry type | Company’s industry type |
Deal Name | Deal’s name |
Deal Value | Deal’s potential in dollars |
Expected close date | The date when you expect to close the deal |
Product | The product the deal is for |
Owner | The user assigned to the lead |
Lead Stage | The stage that the lead is in |
Unqualified Reason | The reason why a lead will not be qualified/converted |
Territory | The territory the lead belongs to |
Source | The source of the lead- where the lead came from. |
Medium | The medium that led the lead to your blog/website |
Campaign | The sales/marketing campaign that led the lead to your website |
Keyword | The keywords that the lead used i.e, what the lead is looking for |
Do not disturb | The lead does not want to be contacted again or has unsubscribed |
Has Authority | The lead has authority to take decisions w.r.t the purchase. |
Last name is a mandatory field.
Note: For all accounts created on or before 27th June 2017, the Company Name is mandatory for conversion. For the new Garden and Estate accounts created after 27th June 2017, Company name is optional. A new Blossom or Sprout account user can contact our support team to make the Company Name optional. |
Additional Information
This includes custom fields that capture additional information about the lead such as Date of birth, Alternate address, Years of work experience etc. The custom fields can be filled in manually through the lead forms or during import.
To customize lead fields,
- Go to Admin Settings > Lead Settings.
Click the
dropdown on a field and click the 
icon. This brings up the Edit Field overlay.- In the Edit Fieldoverlay,
- You can edit the Field Label, and add a Tooltip and Placeholder text. The Internal Name and Field type, however, cannot be edited. You can also move the field to a group of your choice by selecting from the Group or sub-group dropdown.
- You can configure the field properties such as making it a required field, read-only field, unique field and also opt to display the field in the quick-add form.
- Once you are done, click Save.
Learn more about creating custom fields for leads.
| *Note: - In addition to Work and Mobile numbers, users can also capture other alternate phone numbers by adding numbers under other phone numbers and assigning them a label. However, when calls are made to 'other phone numbers' for a lead/contact, Freshsales does not feature them as a part of the activities timeline.  |