Enhanced Feature-Opportunity Forms

Available In:

APP4, LeadMaster Android and IOS APPs, CRM-Xpress

Inline Opportunity Form section in Opportunity Customization Page

The Inline Opportunity Form now has its own section in the Opportunity Customization Page. You can now drag and drop the Opportunity Form section where you want it displayed on the Opportunity page.

Multiple Opportunity Forms per Workgroup

Users can now create multiple Opportunity forms per workgroup instead of just one.

Associate Opportunity Forms to Opportunity Types

LeadMaster now allows different Opportunity forms to show on an opportunity, based on the “Opportunity Type.”  Users can associate 1 Opportunity Form per Opportunity Type or associate a single Opportunity Form to ALL types.

Similar to how the Sales and Feedback forms behave, the Opportunity form displayed on the Opportunity page will change depending on the selected Opportunity Type.

Tabbed Inline Opportunity Form

Tabbed view is now available for Inline Opportunity Forms

1. Go to Custom Forms page
2. Add or edit an existing Opportunity Custom Form
3. Look for Section Style and select Tab View
4. Depending on your preference, you can also set the form’s default section – this is the section that will show when the Opportunity form is displayed.

How the tabbed Opportunity form looks like on the Opportunity page:

All Opportunity Fields are now available for Custom Form Mapping

OPPORTUNITY FIELDS	FIELD TYPE
Opportunity Name	Text – AlphaNumeric
Opportunity Description	Text Area
Opportunity Status	Single Select
Forecast Date	Single Select
Win Probability	Single Select
Opportunity Source	Single Select
Close Date	Date Field
Sales Stage	Single Select
Close Reason	Single Select
Opportunity Type	Single Select
Opportunity Notes	Text Area
OPPORTUNITY CUSTOM TEXT FIELDS	FIELD TYPE
Opportunity Custom Text	Text Alphanumeric
Opportunity Custom 1	Single Select
Opportunity Custom 2	Single Select
Opportunity Custom 3	Single Select
Opportunity Custom 4	Multi Select
Opportunity Custom 5	Numeric – rounds to the nearest whole number
Opportunity Custom 6	Date Field
Opportunity Custom 7	Numeric
OPPORTUNITY CUSTOM CHARACTER FIELDS	FIELD TYPE
Opp Custom Character 9	Text Alphanumeric
Opp Custom Character 10	Text Alphanumeric
Opp Custom Character 11	Text Alphanumeric
Opp Custom Character 12	Text Alphanumeric
Opp Custom Character 13	Text Alphanumeric
Opp Custom Character 14	Text Alphanumeric
Opp Custom Character 15	Text Alphanumeric
Opp Custom Character 16	Text Alphanumeric
OPPORTUNITY CUSTOM DATE FIELDS	FIELD TYPE
Opp Custom Date 1	Date Field
Opp Custom Date 2	Date Field
Opp Custom Date 3	Date Field
Opp Custom Date 4	Date Field
Opp Custom Date 5	Date Field
Opp Custom Date 6	Date Field
Opp Custom Date 7	Date Field
Opp Custom Date 8	Date Field
Opp Custom Date 9	Date Field
Opp Custom Date 10	Date Field
OPPORTUNITY CUSTOM NUMBER FIELDS	FIELD TYPE
Opp Custom Number 1	Numeric
Opp Custom Number 2	Numeric
Opp Custom Number 3	Numeric
Opp Custom Number 4	Numeric
Opp Custom Number 5	Numeric
Opp Custom Number 6	Numeric
Opp Custom Number 7	Numeric
Opp Custom Number 8	Numeric
Opp Custom Number 9	Numeric
Opp Custom Number 10	Numeric

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