Enhanced Field Labels and Custom Fields
The SuiteApp renames fields on records to more closely follow typical industry terminology. It also includes the following custom fields that are commonly used in other popular CRM applications:
-
Annual Revenue
-
Campaign Category
-
Created Date
-
Industry
-
Last Modified Date
-
No. of Employees
The following tables list the fields on the Enhanced Sales Center and their counterpart fields on the standard Sales Center. It also provides the equivalent fields used in other popular CRM applications.
|
Field Labels on Customer and Prospect Records |
|||
|---|---|---|---|
|
Enhanced Sales Center |
Standard Sales Center |
Fields used in other popular CRM applications |
Search Fields to Use |
|
Sales Rep |
|
Account Owner |
|
|
Customer ID / Prospect ID |
Name/ID |
|
Name/ID |
|
Customer Name |
|
Account Name |
|
|
Parent Customer |
|
Parent Account |
|
|
Phone |
|
Phone |
|
|
|
|
|
|
|
Fax |
|
Fax |
|
|
Website |
Web Address |
Website |
Web Address |
|
|
Category |
Type |
Category |
|
Industry |
|
Industry |
|
|
No. of Employees |
|
Employees |
|
|
Annual Revenue |
|
Annual Revenue |
|
|
Campaign |
Marketing > Lead Source |
|
Lead Source |
|
Description |
Comments |
Description |
Comments |
|
Created Date |
Date Created |
Created By |
Date Created |
|
Last Modified Date |
|
Last Modified By |
|
|
Field Labels on Lead Records |
|||
|---|---|---|---|
|
Enhanced Sales Center |
Standard Sales Center |
Fields used in other popular CRM applications |
Search Fields to Use |
|
Sales Rep |
Sales Rep |
Lead Owner |
|
|
Lead ID |
Name/ID |
|
|
|
Name
Note:
The Lead Conversion feature must be enabled in your account for the Name field to appear on a new Lead form. |
|
Name |
|
|
Company |
|
Company |
|
|
Title |
|
Title |
|
|
Lead Status |
Status |
Lead Status |
Status |
|
Phone |
Phone |
Phone |
Phone |
|
Mobile Phone |
Mobile Phone |
|
|
|
|
|
|
|
|
Rating |
Qualification > Sales Readiness |
Rating |
Sales Readiness |
|
Address |
Address |
Address |
Address |
|
Website (not available for individuals) |
Web Address |
Website |
Web Address |
|
Industry |
|
Industry |
|
|
No. of Employees |
|
No. of Employees |
|
|
Annual Revenue |
|
Annual Revenue |
|
|
Description |
Comments |
Description |
|
|
Campaign |
Marketing>Lead Source |
Lead Source |
Lead Source |
|
Created Date |
Date Created |
|
Date Created |
|
Last Modified Date |
|
|
|
|
Field Labels on Contacts |
|||
|---|---|---|---|
|
Enhanced Sales Center |
Standard Sales Center |
Fields used in other popular CRM applications |
Search Fields to Use |
|
|
|
Contact Owner |
|
|
Contact ID |
Contact |
|
|
|
Customer Name |
Company |
Account Name |
Company |
|
Title |
Job Title |
Title |
Job Title |
|
Phone |
Main Phone |
Phone |
Phone |
|
Mobile Phone |
Mobile Phone |
Mobile |
|
|
|
|
|
|
|
Reports To |
Relationships > Supervisor |
Reports To |
|
|
Mailing Address |
Address |
Mailing Address |
Address |
|
Fax |
Fax |
|
Fax |
|
Other Phone |
|
|
|
|
Assistant |
|
|
|
|
Asst. Phone |
|
|
|
|
Description |
Comments |
Description |
Comments |
|
Created Date |
Date Created |
Created Date |
Date Created |
|
Last Modified Date |
|
|
|
|
Field Labels on Opportunity Records |
|||
|---|---|---|---|
|
Enhanced Sales Center |
Standard Sales Center |
Fields used in other popular CRM applications |
Search Fields to Use |
|
Sales Rep |
|
Opportunity Owner |
|
|
Opportunity Number |
Opportunity # |
|
Number/ID |
|
Opportunity Name |
Title |
Opportunity Name |
Title |
|
Customer Name |
Company |
Account Name |
Prospect/Customer |
|
Forecast Type |
Forecast Type |
Type |
Forecast Type |
|
Campaign |
|
Primary Campaign Source |
|
|
Expected Close Date |
Expected Close |
Close Date |
Expected Close Date |
|
Actual Close |
|
|
|
|
Stage |
Status |
Stage |
Opportunity Status |
|
Probability (%) |
Probability |
Probability (%) |
Probability |
|
Amount |
Projected Total |
Amount |
Projected Amount |
|
Range |
Range |
|
Range -High, Range -Low |
|
Next Step |
Action Item |
Next Step |
Action Item |
|
Rating |
Sales > Sales Readiness |
|
Sales Readiness |
|
Campaign Category |
|
|
|
|
Campaign |
Lead Source |
Primary Campaign Source |
Lead Source |
|
Description |
Details |
Description |
|
|
Created Date |
|
Created By |
|
|
Days Open |
|
|
|
|
Last Modified Date |
|
Last Modified By |
|