New Lead Actions, Form Fields Highlighting, Improved Forecasts and more

Lead Action fields allow Coevera Admins to ensure that the right questions have been asked and answered before your team can move “Leads” onwards through your Lead process towards “Qualification“. Coevera Admins can add fields to the relevant step in your Lead process, making them required so that a Lead cannot be moved into that step without the field being completed. This can help ensure that your Business Development team is capturing the right information at the right time so that when the Lead is “Qualified“, all the correct information is passed onwards to the Sales team.

Using a hierarchy allows you to plan Forecasts to roll up from one type of record to another — for example, a number of “Users” to a “Sales Unit” or from certain “Accounts” to a “User” or from “Users” to “Products“. You can use up to 5 levels in a hierarchy — one level for each type of record — Users, Sales Units, Products, Product Categories or Accounts.

NOTE: The bottom level is the most important and is where the key values live — both Forecast values and for Quota settings.

NOTE: You can opt for a flat structure – for example, selecting just Users or just Products.

Users can apply coloured field highlighting to selected fields when working with multiple “Form Views” within the web app. “Form Views” can be created and shared by users working within Leads, Opportunities, Accounts and Contacts.

Access “Multiple Form Views” from within an open record by clicking on the “Views” dropdown and selecting “Manage Views”.

Coevera Admins can now choose to make additional fields visible on the “Opportunity Qualification” and “Opportunity Won” Forms so that users can check and verify additional field data before saving the new “Opportunity” or winning the deal.