Document number: 11540

 

To capture essential information about customers, contacts, leads, and opportunities, a number of fields are mandatory. In the application, required fields are denoted by an asterisk (*). Without this minimum information, the record cannot be saved. Business Required fields below are italicized.

Company

• Name
• Name Type
• Industry
• Country
• · Currency
• · Address
• · Annual Revenue

Representative

• Name Type
• First Name
• Last Name
• Format Using (Country)
• Contact Flag
• Pref. Communication
• Pref. Notification
• Phone Number
• Email Address

Lead Detail

• Lead (Name)
• Company
• Business Unit
• Currency
• Status

Opportunity Detail

• Opportunity (Name)
• Company
• Business Unit
• Opportunity Type
• Forecast Type
• Est. Close Date
• Currency
• Product
• Representatives
• Competition
• Profile
• Sales Team
• Tasks

Campaign:

• Status
• Start Date
• End Date

 

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: amq 11/01/2002