Name | Type | Cardinality | Label | Required | Help |
description |
string |
0..1 |
Description |
F |
Enter a description of this customer status.
This field can hold 199 characters. |
includeInLeadReports |
boolean |
0..1 |
Include In Lead Reports |
F |
|
isInactive |
boolean |
0..1 |
Inactive |
F |
|
name |
string |
0..1 |
Status |
T |
Enter a title for this status.
What you enter here appears in the Status field of lead, prospect or customer records, depending on the stage you select.
If you select the stage Prospect, this status also appears in the Status field of Estimates. |
probability |
double |
0..1 |
Probability |
T |
Enter the likelihood a lead, prospect or customer with this status will purchase from your company. |
stage |
CustomerStatusStage |
0..1 |
Stage |
F |
Select which stage in the sales cycle this customer status represents. |