CRM Lead Details Report

overview the crm lead details report provides a detailed record of every customer and lead stored in the crm system it gives contact center leaders and supervisors a complete view of customer data, including personal information , contact history , last interaction details , agent association , and disposition outcomes this report is essential for tracking customer engagement , lead status , and call handling history across campaigns — helping to improve sales effectiveness , customer retention , and data accuracy purpose use this report to analyze customer level interactions and outcomes across campaigns track lead uploads , attempt counts , and call histories identify customers with scheduled callbacks or dnc status maintain up to date records of customer demographics and communication details support compliance audits and crm data quality monitoring report fields column name data type definition # number sequential row number for each record customer id string unique identifier of the customer associated with the call lead id string unique identifier of the lead through which the call was made lead name string the name of the lead linked to the call campaign id string the id of the campaign in which the call was connected upload date date date on which the lead was uploaded into the crm time zone string time zone specified for the lead contact information field data type definition phone 1 / 2 / 3 number primary, secondary, and tertiary phone numbers associated with the customer email id string customer’s registered email address alternate number number additional contact number for the customer mobile number number customer’s mobile or cell number fax number string fax number, if provided home phone number customer’s home contact number office phone number customer’s office or business contact number call history and disposition field data type definition status string current status of the call or lead attempts number number of call attempts made for this lead last churn date date the date when this number was last marked as churned churn count number number of churn events recorded for this customer is dnc string indicates whether the number is listed as “do not call” (yes/no) is excluded disposed string displays “yes” if the call was disposed as “excluded,” else “no ” excluded disposition date date the date when the lead was disposed as “excluded ” is callback scheduled string displays “yes” if a callback is scheduled for this number last call id string the unique identifier of the last call made to this customer last call time time timestamp of the last call made last phone number the last phone number used to connect with the customer last call system disposition string system disposition assigned to the last call association type string type of association made on the call (e g , agent, queue, or campaign) user id string the unique id of the user who handled the last call username string the name of the user who handled the last call disposition class string the class of the disposition code used to close the last call disposition code string the specific disposition code under which the last call was closed user talk time duration total duration of the user’s conversation with the customer (excluding hold time) wrap time duration time taken by the user to complete post call actions and disposition the call system identifiers and session details field data type definition crt object id string call runtime object id — a unique identifier assigned to each call leg created in ameyo session id string unique session token assigned for each agent login session used to authenticate transactions queue id string id of the queue in which the call was received queue name string name of the queue in which the call was received updatedon date date when this crm record was last updated feedback string feedback or remarks received from the customer for this call isnewnumber string indicates if the phone number used in this call is newly added to the crm (yes/no) customer personal information field data type definition title string customer’s title (e g , mr , ms , dr ) first name (fname) string customer’s first name middle name (mname) string customer’s middle name, if available last name (lname) string customer’s last name designation string customer’s job title or professional designation date of birth (dob) string customer’s date of birth marital status string customer’s marital status gender (sex) string gender of the customer address details field data type definition house no string customer’s house or apartment number street no string street number in the customer’s address landmark string nearby landmark or location identifier city string city in the customer’s address state string state or province in the customer’s address zip code string postal or zip code of the customer’s location country string country of the customer’s residence county string county or district name, if applicable banking and financial information (if captured) field data type definition bank name string name of the customer’s bank account number (accno) string bank account number of the customer account holder name (bankaccname) string name of the person associated with the bank account sort code string bank sort code (may be blank in regions where not applicable) social security number (ssno) string customer’s ssn, if collected additional details field data type definition company name string name of the customer’s company or organization occupation string customer’s occupation or professional category btn number string business telephone number, if available comments string notes or remarks associated with this lead or customer use cases supervisors review customer data and recent interaction outcomes sales teams track last contact attempts and schedule follow ups operations managers audit call history, dnc compliance, and callback records quality analysts analyze lead churn and resolution trends crm admins ensure data integrity and synchronization across systems best practices update lead and customer records regularly to maintain crm accuracy monitor is dnc and is callback scheduled fields for compliance and proactive follow ups use churn count and last call disposition to identify re engagement opportunities validate financial and personal data fields under data protection guidelines (gdpr, pdpa, etc )