CRM Lists

To create new records for Customer Relationship Management (CRM) features, go to Setup > Sales > CRM Lists. Expand the Filters. In the Type field, select the kind of CRM list you want to create a record for. The following types are available:

• Sales Role

  To create a sales team, you must create sales roles and assign them to your employees. For more information, read Creating a Sales Role.

• Contact Role

  Create roles to identify your contacts, for example Decision Maker or Influencer. These are assigned to the contact on the Relationships > Contacts subtab on the Prospect and Customer record.

  For more information, read Associating a Contact with a Record.

• Contact Category

  When you assign categories to contacts, you can quickly manage your contacts list.

  For more information, read Creating Categories for Contacts.

• Win/Loss Reason

  Use Win/Loss reasons to indicate why an opportunity is won or lost.

  Note:

  This list is available only if you use the Opportunities feature.

• Partner Category/Role

  Partners are associated with sales transactions and with new leads. This lists allows you to assign partners to a particular category.

• Note Type

  Note types can include phone calls, letters, emails, and more.

• Sales Readiness

  Sales readiness describes how close a lead, prospect, or customer is to making a purchase. This list shows in the Sales Readiness field. On the Sales subtab, click Qualification. You can view this field from opportunities, leads, prospects, and customer records.

• Buying Time Frame

  Buying time frame indicates when a customer intends to purchase. This list shows in the Buying Time Frame field. On the Sales subtab, click Qualification. You can view this from opportunities, leads, prospects, and customer records.

• Buying Reason

  This list tracks why a lead, prospect, or customer wants to purchase. This list shows in the Buying Reason field. On the Sales subtab, click Qualification. You can view this field from opportunities, leads, prospects, and customer records.

  For more information, read Campaign Channels and Creating a Campaign Record.

• Lead Source

  This defines how new leads come to your company.

  For more information, read Lead Sources

Once you have selected the kind of CRM list you want, click New to create a new record.

General Notices