The table below provides a definition of each default field for a lead record. To learn how to build custom fields, click here.
|Opportunity Name||This is typically used as an action statement. What sale or deal do you hope to close? i.e. "Sell 100 pencils."|
If you just have one pipeline, leave the field as is. If you have more than one pipeline, you'll select the pipeline you intend to move this opportunity through. You can switch this later if the opportunity should switch pipelines as part of your business cycle.
|Primary Contact||Search for the person record you'd like to relate this opportunity to. For tips on updating Primary Contact, click here.|
|Close Date||An estimate of when the deal might close. You can adjust this to the current date when the opportunity is won.|
|Company||Search for the company record you'd like this opportunity to relate to.|
What is currently happening with this opportunity? Is it:
|Owner||The user who should be working on this opportunity and moving it through the pipeline|
Which pipeline stage is this record currently in?
How did you find this opportunity?
|Value||The potential revenue this opportunity could generate for your business|
What is the urgency or importance of this opportunity to your business?
|Win Percentage||What is the percentage chance of winning (or closing) this deal at this stage of the pipeline? When you create an opportunity, the 'Win %' field will auto-populate the percentage associated with the pipeline stage you've chosen. It's a best practice to rely on the 'Win %' associated with the pipeline stage, as this will always override manual 'Win %' when you change pipelines. If you have a unique scenario where the 'Win %' of a pipeline stage is not accurate for the opportunity, you can override for that stage by adjusting 'Win %' on the opportunity record.|
Who can see this opportunity?
To learn more about visibility permissions on records, click here.
|Description||Any additional notes you'd like to store about this lead|
|Tags||You can add a tag to this record and later pull all records with this tag into a report.|