In This Topic
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Menu Code: BLH
Sales/Pricing - Sales |
A searchable list of sales lead stage and value changes.
Tip: To view only the most recent change for each lead you can filter the IsLast column for "1" (true).
Zoom Links
| Column |
Zoom Link |
| LeadID |
Sales Leads (LEA), for the specified lead id |
| CustCode |
Customers (CUS), for the specified customer |
| PriceBook |
Price Books (PBK), for the specified price book |
Columns
| Index |
Visible |
Field Name |
Caption |
Usage / Description |
| 0 |
No |
PipeID |
ID |
Sales Lead Pipeline Stage ID (Systemic) |
| 1 |
Yes |
LeadID |
Lead |
Sales Lead Identification Number (Systemic) |
| 2 |
Yes |
CompCode |
Comp |
Company Code |
| 3 |
Yes |
LeadName |
Lead Name |
Sales Lead Description (Title) |
| 4 |
Yes |
LeadType |
Lead Type |
Sales Lead Type Code [Edit via Possible Values List = LeadType] |
| 5 |
Yes |
CustCode |
Customer |
Customer Code (AAANNN) |
| 6 |
Yes |
CompanyName |
Company Name |
Company Name |
| 7 |
Yes |
CurStageCode |
Stage |
Current Customer Stage |
| 8 |
Yes |
CurProb |
Perc |
Current Lease Probability |
| 9 |
No |
Contact1 |
Contact |
Sales Lead Contact Name 1 |
| 10 |
No |
Phone1 |
Phone |
Phone number for Sales Lead contact 1 |
| 11 |
No |
Email1 |
Email |
Sales Lead Email Address 1 |
| 12 |
Yes |
PriceBook |
Price Book |
Current Price Book Code |
| 13 |
No |
BookName |
Book Name |
Price Book Description |
| 14 |
Yes |
PipeWho |
Change Who |
Who made the change to the Sale Lead stage (FOURA User ID) |
| 15 |
Yes |
PipeDate |
Change Date |
Date when the sale lead stage or value changed |
| 16 |
Yes |
StageCode |
From Stage |
Sales Lead Stage code |
| 17 |
Yes |
Probability |
From Perc |
Previous Probability |
| 18 |
Yes |
SalesValue |
From Value |
Probability adjusted sales value |
| 19 |
Yes |
NewStageCode |
To Stage |
New Lead State |
| 20 |
Yes |
NewProbability |
To Perc |
New sales probability |
| 21 |
Yes |
NewSalesValue |
To Value |
New sales value |
| 22 |
Yes |
NetProbSalesValue |
Net Value |
Change in sales probability |
| 23 |
Yes |
StageDays |
Days |
How many days the sales lead was at the stage |
| 24 |
Yes |
AdvCrit |
Adv Crit |
Outcome Criteria [Control via Possible Values List = AdvanCrit] |
| 25 |
Yes |
AdvCritName |
Adv Crit Name |
Outcome Criteria Description [Control via Possible Values List = AdvanCrit] |
| 26 |
Yes |
IsLast |
IsLast |
Indicates that this is the most recent Stage change |
Security
The following default roles can use this form:
| Role |
Allowed Actions |
| rl_SalesManager |
View |
| rl_FinRead |
View |
See Also
