Potential Form Fields
The Potential definition form contains many pre-defined fields organized in to various buckets, the list of fields (from top to bottom of the form) and their intended use is detailed below - all fields marked with a * are mandatory, the rest are optional.
Potential Information
- Potential Name*
- Enter the Potential Name
- Account Name*
- Selected the associated Account Name
- Type
- Select the Type for the potential. The drop-down list is populated from "Settings > Picklist Settings > Edit Potential Picklist" and the list can be customized there.
- Lead Source
- Select the Lead Source for the potential. The drop-down list is populated from "Settings > Picklist Settings > Edit Potential Picklist" and the list can be customized there.
- Assigned To
- Select a user to be assigned to this Potential
- Amount
- Enter the Expected $ amount from this potential when it converts to a customer.
- Expected Close Date*
- Select the expected close date to get the order from this potential.
- Next Step
- Enter Next Steps information for this potential that will take it closer to deal conclusion.
- Sales Stage*
- Select the current Sales Stage for the potential. The drop-down list is populated from "Settings > Picklist Settings > Edit Potential Picklist" and the list can be customized
- Probability
- Enter the probability of conversion to customer. You can enter all numbers from 0-99. 100 should be reserved for a closed deal.
- Description
- Enter any other Description relevant to this Potential.
Updated 2 months ago