Question

Which three fields are required on the Standard Lead Form in OneWorld for a company? Choose 3 answer

A. Email
B. Status
C. Address
D. Subsidiary
E. Company Name

Answer 1

The required fields on the Standard Lead Form in OneWorld for a company typically include Status, Subsidiary, and Company Name. These fields help in correctly categorizing and managing the lead within the company's sales and CRM processes.

Step-by-step explanation:

On the Standard Lead Form in OneWorld, a system often used by companies to manage customer relationships, there are certain fields that are typically required to create a new lead record. It is essential for businesses to capture key information to ensure that they can efficiently follow up on and manage leads.

The three fields that are commonly required on this form for a company are:

1. Status: This field is crucial as it indicates the current state of the lead within the sales process, helping businesses to prioritize and manage their sales efforts.
2. Subsidiary: The subsidiary field is necessary to populate when companies are part of a larger corporate structure with multiple entities, thereby assigning the lead to the correct part of the business.
3. Company Name: This field is fundamental as it identifies the prospective business or client and is essential for any future communications and database management.

While fields like Email and Address may also be included in a Standard Lead Form, they are not necessarily required in every setup as the necessities can vary based on the company's specific CRM configurations.