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- User status is obviously important. When a contact is marked as inactive in one system, it must flow to other systems. It is also important that each system can map its statuses to the statuses in other systems.
- User type is also important in many systems. When a lead is created in InTouch, the contact has a user type of prospect and when . When the lead is won the type becomes a member and when the membership expired it becomes an ex-member (or former member). Some systems don’t differentiate between these two types and can ignore it while others have the exact same concept in their system.
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- First name
- Last name
- User status (active or inactive)
- User type (prospect or , member, ex-member, or staff if that is part of your integration)
- Birthdate
- Gender
- Address 1
- Address 2 (note: currently InTouch does not have this field)
- City
- Zip/Postal Code
- State/Province
- Country
- Mobile
- Home phone
- Work phone
- Company
Lead Fields
This section lists all the fields that are part of leads/prospects
- Trial Start Date
- Trial End Date
- Lead Owner (note: getting the lead owner requires additional web service functionality. Please see the developer guide)
- Lead Source (note: getting the lead owner requires additional web service functionality. Please see the developer guide)
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