This is a configuration page for the Sales Opportunities . If you wish to configure the workflow of the Opportunities system, please refer to Opportunities Workflow .
The Opportunities System contains records of potential sales or bookings. The Opportunities Layout configuration page allows you to configure what fields are displayed and where.
To configure the Opportunities Layout, there are Sections and Attributes . Attributes are grouped within Sections. To move a Section or Attribute, simply ‘drag and drop’ them: click-hold using the mouse, then move it to the place you wish and release the mouse button.
For this page, the non-labelled buttons are for deleting and editing:
The standard sections for each record on the Opportunities System are static: they are non-configurable, non-removable, and are included on all records. However, they may be placed and ordered how you wish by dragging and dropping.
- Workflow - flow chart of your Steps and Transitions
- Details - basic information of the opportunity, such as name, company, account, region, etc.
- Interests - list of courses the opportunity is interested in, gauging the value of the opportunity
- Tasks - list of tasks for the opportunity to be engaged
- Quotations - list of quotations generated for the opportunity, using their Interests
- Documents - list of documents created for the opportunity
- Timeline - the opportunity’s communication history since it was created
Sections are essentially text headings in each Opportunity. e.g. Workflow, Details, Personal Details, Interests, etc.
To add a new section:
- Click at the bottom of the page.
- Name your Section as you would like it to appear on your Opportunities.
- Drag and Drop it where you would like for it to appear on your Opportunities.
- Click to save the overall Layout.
Once your Section has been created , Attributes may be added. Attributes are essentially fields in the Opportunities System for you to record any information, and they are displayed under each Section.
In the example below, the Section ‘Personal Details’ and the Attributes under that Section are FirstName, LastName, Email, PhoneNumber. From here, these Attributes can be shown at any Step in the Opportunities System.
If you don’t see an Attribute appear in the Opportunities System, please add it to the Step(s) you want it to appear in, which you can do your Opportunities Workflow . If you need this attribute to be displayed on all Steps, then you’d need to tick them for every Step. This is particularly true of newly created Attributes as they won’t appear anywhere by default.
To add an Attribute:
- Click , either in the Section you wish to create the Attribute in, or in the Attributes section to the right of the page. It doesn’t matter which is used, as Attributes can be freely moved around; however, creating an Attribute in the appropriate Section will save an extra step of having to move it.
- Name your Attribute, according to how you want it to appear in your Opportunities.
- Select the Type (see below).
- [Optional] Drag and Drop your Attribute to where you’d like to display it on each Opportunity.
- Click to save the overall layout.
The Type is the kind of data that the Attribute should store, as according to the following:
For example, an attribute named Telephone Number would indicate that the field is being used to store a telephone number, and the type of data that it should contain is Number , as this is the most appropriate data to be stored for a telephone number.
A mapped attribute is a powerful tool allowing you to link Account or Contact information already stored in your database. This will allow the Opportunities System to dynamically link information. Even if the Account or Contact information is changed, it will automatically update on the Opportunities System, and saves time entering the same information again.
There are two fields required:
- Mapped Entity (Account or Contact*)
- Mapped Attribute (Information)
Think of the Mapped Entity as where you want the information from (an Account or Contact ), and Mapped Attribute as the information you want (any field in the respective record).
* Account Custom and Contact Custom are the Custom Fields found at the bottom of the Account’s or Contact’s page.
A boolean attribute is a data value denoted as either True or False, or Yes or No. In your Opportunities, this will appear as a Yes or No selection. Simply select Yes for true, or No for false.
This will display a list of your predefined options from which only one can be selected. If you require a multiple selection of options, rather than just one, then see Multichoice .
Selecting a date attribute will allow a selection of a date using a calendar. To use both Date and Time, see the Date Time attribute.
Date Time works identically to Date , with the addition of a time field. If you just want to show the time, see the Time attribute.
This will display a box to enter an email address. This field is validated with text before and after the @ sign.
This will display a list of customised options from which multiple selections can be made.
Users may select multiple options by holding down CTRL (PC) or CMD ⌘ (Mac) whilst selecting.
This will display a field on the Opportunities System in which only numbers will be valid input. If anything other than a number, e.g. an alphabetical value, is entered into this field, there will be a warning and the value won’t be able to be saved until a valid number only entry has been made.
This will display a single line text field which will accept any alphanumerical input. If there is a lot of alphanumerical input due, consider using the Text Area .
This will display a 3-line high text box, which can accept any alphanumerical input. If the inputted text is greater than 3 lines, then a vertical scroll bar will appear. If you wish to have a single line text entry box, consider using the String type.
This will display a field for entering the time. If wishing to use a date in addition to time, see Date Time .
This will display a text box to manually enter a website on the Opportunities System. If there is a website registered on the contact’s information in the CRM, this can be referenced directly using Mapped Attributes .
This text box will behave like a regular String field, and won’t verify a valid website address.
At the moment there is no option to delete an Attribute.
To remove an Attribute from a Section, drag it to the Attributes Box in the top right. Once an Attribute is moved into this box, it won’t be active, even if specified in a Step or Transition .
Article is closed for comments.