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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 FIELDSFIELD TYPE
Opportunity NameText – AlphaNumeric
Opportunity DescriptionText Area
Opportunity StatusSingle Select
Forecast DateSingle Select
Win ProbabilitySingle Select
Opportunity SourceSingle Select
Close DateDate Field
Sales StageSingle Select
Close ReasonSingle Select
Opportunity TypeSingle Select
Opportunity NotesText Area
  
OPPORTUNITY CUSTOM TEXT FIELDSFIELD TYPE
Opportunity Custom TextText Alphanumeric
Opportunity Custom 1Single Select
Opportunity Custom 2Single Select
Opportunity Custom 3Single Select
Opportunity Custom 4Multi Select
Opportunity Custom 5Numeric – rounds to the nearest whole number
Opportunity Custom 6Date Field
Opportunity Custom 7Numeric
  
OPPORTUNITY CUSTOM CHARACTER FIELDSFIELD TYPE
Opp Custom Character 9Text Alphanumeric
Opp Custom Character 10Text Alphanumeric
Opp Custom Character 11Text Alphanumeric
Opp Custom Character 12Text Alphanumeric
Opp Custom Character 13Text Alphanumeric
Opp Custom Character 14Text Alphanumeric
Opp Custom Character 15Text Alphanumeric
Opp Custom Character 16Text Alphanumeric
  
OPPORTUNITY CUSTOM DATE FIELDSFIELD TYPE
Opp Custom Date 1Date Field
Opp Custom Date 2Date Field
Opp Custom Date 3Date Field
Opp Custom Date 4Date Field
Opp Custom Date 5Date Field
Opp Custom Date 6Date Field
Opp Custom Date 7Date Field
Opp Custom Date 8Date Field
Opp Custom Date 9Date Field
Opp Custom Date 10Date Field
  
OPPORTUNITY CUSTOM NUMBER FIELDSFIELD TYPE
Opp Custom Number 1Numeric
Opp Custom Number 2Numeric
Opp Custom Number 3Numeric
Opp Custom Number 4Numeric
Opp Custom Number 5Numeric
Opp Custom Number 6Numeric
Opp Custom Number 7Numeric
Opp Custom Number 8Numeric
Opp Custom Number 9Numeric
Opp Custom Number 10Numeric
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