Lead Entity Field Reference

Lead

First Name* / Last Name*	The lead's name.	Required
Name Prefix / Suffix	Mr./Ms./Jr./etc.	Editable
Main Phone* / Main Email*	Primary contact info. Main Email must be a valid email format.	Required
Mobile Phone	Cell number.	Editable
Lead Origin Date	When the lead first came in — defaults to today on a new Lead, but fully editable.	Editable
Company Name / Job Title	The lead's business context, if any.	Editable
Website	The lead's own site, if known.	Editable

Qualification

Lead Source / Lead Status / Lead Rating	Where it came from, its pipeline stage (drives the Kanban column), and how promising it is.	Editable
Industry / Lost Reason	The lead's industry, and why it was lost if applicable.	Editable
Campaign	Which marketing campaign generated this lead.	Editable
Gender / Preferred Contact Method	Additional qualification detail.	Editable
Annual Revenue / Employee Count	Business-size indicators, for a commercial lead.	Editable
Owner	Which Employee owns this lead — a dropdown into the Employee list, not free text.	Editable
Active / Closed	Whether the lead is still open.	Editable

Mailing Lists

Group

A dropdown into a reference list (e.g. “Family”, “NZ Friends”) for personal or informal mailing lists — not tied to Lead Status/Source, which are pipeline concepts, not audience groupings. Use the “+” button next to the dropdown to add a new group inline without leaving the form. Each staff member's groups are their own: a group you create here (backed by Ref_LeadGroup, keyed by both site and the creating user) is visible only to you, alongside any groups an administrator has set up as shared site-wide. See “Personal Mailing Lists” below.

Editable

Tags

Tags

A checkbox grid of site-defined tags — saved separately from the main record.

Editable

Address

Address Name / Address / Address Line 2 / City / State / Postal Code / Country

The lead's address. New leads default Country to the site's Default Country.

Editable

Additional Information

Secondary Contact Name / Alt Phone / Fax	Additional contact details.	Editable
Opted Out of Email	Checkbox — when set, this Lead is excluded from Campaign/Brevo email sync regardless of any Group membership.	Editable
Notes	Free-text notes on the record itself.	Editable

Audit Details

Collapsed by default.

Created By / Created Date / Modified By / Modified Date

System-tracked record history.

Read-only

Communication

Communication Type*	The channel (email, SMS, etc.) — drives which method it actually sends through.	Required
From User / Communication Date	Who's sending it and when.	Editable
Include Signature	Appends the From User's saved email signature.	Editable
To* / Cc / Bcc	Recipients — at least one To is required; a "+ New Contact" shortcut adds someone on the fly.	Required
Message Subject* / Description* / Message Body*	The message content.	Required
Attachments	Files sent along with the message.	Editable

Replies

Reply feed	Threaded replies.	Read-only
Reply text, Visible to client, Send SMS	Compose and send a reply.	Editable

Attachments

Type, Description, Notes, Files

Files attached to this communication.

Editable