What fields need to be populated for a Contact?

Primary fields that should be completed. 

** Industry Sector, Location Country, State, Job title are all important fields that will be used for segmentation in our marketing efforts.

• Capitalize First and Last Name
  • Make sure any middle initial or middle name is included in the Last Name

• Job title 
• Email address - If a contact has multiple address, identify which address is primary and separate the additional email addresses with a comma to avoid creating a duplicate.  Email is the deduplication trigger.
• Contact Owner should be assigned.  There is automation with the new site to funnel prospects to their respective sales person
• Associated Company should be assigned. If you have connected with person from LinkedIn, please included their company.  Marketing will be done on a company/contact basis and if you are using a contact's gmail, there is no way to assign a company.
  • If a contact is in Freelance, select the Freelance company that was set up.

• Industry Sector 
• Contact Source  - Identifies where a contact was surfaced from.  
• Email Status - mark as Not Validated or leave blank and an automation process that runs daily through Neverbounce will verify the email address and populate this field with what is determined.  If you populate this field, the automation process will skip over the contact for email validation.
• State/Province
• Location Country
• Lifecycle - when creating a new contact the default is to Subscriber unless it is manually changed.  These stages will also be assigned based on marketing workflows that have been setup when new contacts enter into our universe.
• Prospect/ Active / Very Active – populate what type of lead the contact currently is. 
  

  Category	Definition
  Prospect	Identified as potential client
  Lead- on a Task List	In conversations with
  Active	Reach out
  Very Active	Weekly contact
  No activity over time	Not responsive
  Works in Industry – not a decision maker	Not a decision maker
  Opted out	Not interested
  Warm Prospect	Establishing a relationship