In This Topic
 |
Menu Code: BLE
Sales/Pricing - Sales |
A searchable list of Sales Leads.
Actions
| Action |
Description |
| Attachments |
View attachments for the selected customer |
Zoom Links
| Column |
Zoom Link |
| LeadID, LeadName |
Sales Leads (LEA), for the selected sales lead |
| CustCode |
Customers (CUS), for the specified customer |
| PromoCode |
Promotions (PRO), for the specified promotion |
| SalesPerson |
Employees (EMP), for the specified account manager |
| PriceBook |
Price Books (PBK), for the specified price book |
Columns
| Index |
Visible |
Field Name |
Caption |
Usage / Description |
| 0 |
No |
LeadID |
ID |
Sales Lead Identification Number (Systemic) |
| 1 |
No |
CompCode |
Comp |
Company Code |
| 2 |
Yes |
LeadName |
Name |
Sales Lead Description (Title) |
| 3 |
Yes |
LeadStatus |
S |
Sales Leas Status: (D) Draft, (A) Assigned, (Q) Quoted, (O) Ordered, (L) Lost, (P) Paid |
| 4 |
Yes |
LeadStatusName |
Status |
Sales Lead Description (Title) |
| 5 |
Yes |
LeadDate |
Date |
Lead Date |
| 6 |
Yes |
LeadType |
Type |
Sales Lead Type Code [Edit via Possible Values List = LeadType] |
| 7 |
No |
LeadTypeName |
Type Name |
Sales Lead Type Description [Edit via Possible Values List = LeadType] |
| 8 |
Yes |
CustCode |
Cust |
Existing Customer Code (AAANNN) for Sales Lead |
| 9 |
Yes |
ClientName |
Client Name |
Client Name (May not be an existing customer - or ever become a customer) |
| 10 |
Yes |
StageCode |
Stage |
Sales Lead Phase: (0%) Discovery, (10%) Pre-Qualified, (25%) Qualification, (40%) Solution Design, (60%) Evaluation, (75%) Decision, (90%) Negotiation, (100%) Sold and (0%) Lost |
| 11 |
Yes |
SalesValue |
Value |
Sales Value for the Opportunity |
| 12 |
Yes |
Probability |
Prob% |
Probability Percentage: 0% Unassigned, 10% Assigned, 25% Q&A, 40% Quoted, 60% Revised Quote, 75% Decision Date, 90% Sales Order and 100% Paid |
| 13 |
Yes |
ProbValue |
ProbValue |
Probability Value (Opportunity Value X Probability Percentage) |
| 14 |
Yes |
StageDate |
StageDate |
When Sales Lead Phases Change (Probability Percentage), the date is recorded and begins Aging |
| 15 |
Yes |
AgeDays |
Age |
The Number of Days Since the Sales Lead Stage (aligned with Probability Percentage) has changed (Aging) |
| 16 |
No |
StreetAddress |
Address |
Street Address |
| 17 |
Yes |
City |
City |
City |
| 18 |
Yes |
State |
ST |
State (2 Digit Code) |
| 19 |
No |
Zip |
Zip |
Sales Lead Zip Code |
| 20 |
No |
Country |
Country |
Country |
| 21 |
Yes |
ContactMethod |
Method |
Contact Method Code [Edit via Possible Values List = ContMeth] |
| 22 |
No |
ContactMethodName |
Method Name |
Contact Method Description [Edit via Possible Values List = ContMeth] |
| 23 |
No |
Email1 |
Email |
Primary contact email |
| 24 |
No |
PhoneType1 |
PhoneType |
Primary contact Phone type: HOME,MOBILE,OFFICE |
| 25 |
No |
Phone1 |
Phone |
Primary contact phone number |
| 26 |
Yes |
ReferralType |
Referral |
Referral Code [Edit via Possible Values List = ReferType] |
| 27 |
No |
ReferralTypeName |
Referral Name |
Referral Description [Edit via Possible Values List = ReferType] |
| 28 |
Yes |
PromoCode |
Promo |
Promotion Code |
| 29 |
No |
PromoDesc |
Promo Desc |
Promotion Description |
| 30 |
Yes |
SalesPerson |
Acct Mgr |
Account Manager (FOURA User ID) |
| 31 |
No |
SalesPersonName |
Acct Mgr Name |
Account Manager Name |
| 32 |
Yes |
PriceBook |
PriceBook |
Price Book Code |
| 33 |
No |
PriceBookName |
PriceBookName |
Price Book Description |
| 34 |
Yes |
AdvCrit |
Outcome |
Outcome Code [Edit via Possible Values List = AdvanCrit] |
| 35 |
No |
AdvCritName |
Outcome Name |
Outcome Description [Edit via Possible Values List = AdvanCrit] |
| 36 |
No |
AddWho |
Add Who |
Record Added by Who (FOURA User ID) |
| 37 |
Yes |
AddDate |
Added |
Add Date |
| 38 |
Yes |
AssignDate |
Assigned |
Assigned Date (When Sales Lead was Assigned to Account Manager) |
| 39 |
No |
LeadSummary |
Summary |
Sales Lead Summary |
Security
The following default roles can use this form:
| Role |
Allowed Actions |
| rl_User |
View |
See Also
