Download ITIL KB Documentation

Linked Action: U: Copy Req. Login to CI User Login, Update Status and Ownership
U: Copy Req. Login to CI User Login, Update Status and Ownership
Updated Fields: Ownership, Status, User Login
Updated Values: Assigned to an Internal User, Pending Install,
“$item_requested.requester_login”
LEADS TABLE
F IELDS
Required fields are denoted by an * next to the field label
(No fields on the Leads table are currently marked as required.)
Field label
Data Type
# of Employees
Integer
Actions Taken
Multi-Choice
Admin notes
Choose From:
Sent Literature, Confirmed Available Budget,
Identified Decision Makers, Qualified,
Created Opportunity, Gave Webinar or
Demo, Made Onsite Presentation, Followed
Up After Demo, Sent Proposal, Negotiated
Price, Closed Deal, Converted to Customer,
Marked as Dead, Did Failure Follow-up
Address Notes
Text
Amount of Sale
Currency
Annual Revenue
Currency
Assigned Sales Rep
Link to single field from
other table:People
Allow multiple values:No
Allow entries not in source
table:No
Links to the employee sales rep assigned
Assigned Team
Link to single field from
other table:Teams
Allow multiple values:No
Allow entries not in source
table:No
Defaults to Sales team
Attached File(s)
File
Billing Address 1
Short Text
Billing Address 2
Short Text
146
Links to the sales rep's team