---
title: CRM Lead Details Report
slug: contact-center/crm-lead-details-report
docTags: 
createdAt: 2025-10-22T06:20:39.345Z
---

### Overview

The **CRM Lead Details Report** provides a detailed record of every customer and lead stored in the Ameyo's 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 (Dynamic Fields of Ameyo's CRM)

| **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(Dynamic Fields of Ameyo's CRM)

| **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(Dynamic Fields of Ameyo's CRM)**
(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(Dynamic Fields of Ameyo's CRM)

| **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.).