Legend Picklists NOTE Custom Fields

Sales Rep
Date Created
Created By
Zoho Created
Assigned To
Subject
Order Number
PO Number
SALES LEAD
Sales Lead Statuses Sales Lead Status
Lead Rating Types Sales Lead Rating
Opportunity Types Order Type
[Lost] Sales Lead Note

Industries Industry
Black - used to
input
Hot data
Pink
Orange - Created
- Field "x" - Person Categories Contact Type
in workbooks
placed
Orange in config -
- Layout Person Job Roles Job Role
layoutconfigged in
Been Opportunity Stage Stage
WB
Blue - Signed
Purple off by
- On Field CF - Days of Week
client - Report
Name CF - Best Means of Contact
Required
Light Cyan 1- Not
Red - Needs
Always Editin
Present
Default
Green - Activity Types
Translation
working Lead Source Types Source

Section Referred By
Section Created
Section Laid Out Alternate Phone
Alternate Email
Opportunity Types Type

Alternative Phone
Add to Drip
Invoice Status
Rental or Purchase Rental or Purchase
Time Frame Time Frame
Budget Budget
Product Interest Product Interest
Event Name
Event Start
Event End Date
In Hands Date
Ship By Date
Ship Return Pickup Date
Event Type Event Type
Recurring Event Recurring Event
Event Month Event Month
Event State Event State
Event City
Event Attendance
Lost Reason Event Attendance
Lost Reason
Lost Note
Product Status Product Status
Venue Type Venue Type
Union
Quote Status Quote Status
Artwork Due
Artwork Status Artwork Status
Proof Required Proof Required
Print Shop
Print Shop Contact
Date Shipped Date
text PO Number
DLI Related Opportunity
CF- Invoice Type Invoice Type
CF- Shipping Method Shipping Method
Integer Carrier Tracking Number
DLI Billing Contact
Text Billing Street
Billing City
CF- Billing State Billing State
text Billing Zip
Text Shipping Street
Shipping City
CF- Shipping State Shiping State
text Shipping Zip
phone Shipping Phone
Shipping
Payment Docs
Note Complete Date
(read only)
Shipping Docs Complete
Shipper
CF - Order Status Order Status
Payment or Deposit
Payment , Payment 2
Payment 1 Date, Payment 2 Date

Internal Notes
CF - Next Step Next Step
Next Step Due
Subject
CF - Activity Result Activity Result
CF - Activity Purpose Activity Purpose
CF - Customer Type Customer Type
Act Assigned To
Internal Notes
How to use this section
 Home Telephone
Opportunity: Time Frame
Other Street
Other Town/City
Other County/State
Other Postcode/Zipcode
Other Country
multi Shipping Street

text Shipping Town/City

CF - State picklist Shipping County/State
text Shipping Postcode/Zipcode
picklist Shipping Country
Inspection Complete Date
Unit Photographed Date
Sales Rep
Client Contact
Office Telephone
Zoho Last Activity

Zoho Created Time

Zoho Quote Number

Zoho Valid Date
Carrier
Zoho Created
Grand Total
Billing Street
Billing Town/City
Billing Postcode/Zipcode
Billing County/State
Billing Country
Terms and Conditions

CF -Hours
Email
Fax
Venue Name
Venue Address
CF - Hours Venue Contact
Venue Contact Phone
Booth Number/Location
Booth Name
Delivery Address
Delivery Date
Delivery Time
Hours of Delivery
Delivery Contact
Delivery Contact Phone
Pick Up Address
Pick Up Time
Hours of Pick Up
Pick Up Contact
Pick Up Contact Phone
Other Information

Service Contract
White Glove Service
Terms & Conditions
Lea Org Peo Opp Quo C-ORD INV Product S-ORD CASE CAMP
x

x
x x x
x
x x

x x

x x
x x
x

x x x x

x x x

x
x
x

x x x
x x
x x
x x x
x x x
x x
x x x
x x x x x x
x x x x x
x x x x x
x x x x x
x x x x x
x x x x x
x x x x x
x x x
x x x x x
x x x x x
x x x x x
xx xx x
x x x
Li Li Li Li Li
x x x x x x
x x x x x
x
x x x x
x x x
x x x
x x x
x
x x
x x x x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x x
x
x
x
x
x
x
x

x x
x x
x x
x x
x x
x x
x x
x x x
x x
 x
x
x
x
x
x
x
x x

x x x
x x x
x x x
x x x
x
x
x
x x x x
x x x
x

x
x
x
x
x
x
x
x
x
x
x

x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
Workbooks Lead - revised

Final Layout
Sales lead contact details column 1 Sales lead contact details column 2
Assigned To Order Type
Date Created Rental or Purchase
Created By Sales Lead Source
Zoho Created Referred By
Rating Website
Status
Lost Reason

Lost Note
Prospective Client Information Org Profile
Name
First Name Organization
Last Name Street Address
Nickname City
Email State
Secondary Email Zipcode
Office Telephone Country
Mobile Telephone
Job Title
Job Role
Prospective Opportunity
Product Interest Event Type
Budget
Time Frame
Event Name Event City
Event Month Event State
Recurring Event
Internal Notes
Next Step Next Step Assigned To
Next Step Due Activity Purpose
Activity Result
Subject
Internal Notes
Marketing Information
Send Marketing Emails
Campaign
Opt Outs
No Sales Calls,No Email
No Postal
Workbooks Lead

Form

Sales lead contact details column 1 Sales lead contact details column 2
Title

Industry

Contact Type

Alternative Phone

Fax

Skype

Internal Notes

How to use this section

Event Information
Venue Type
Event Start
In Hands Date
Ship By Date
Event End Date
Ship Return Pickup Date
Event Attendance Union
Opt Outs (Initial Collapsed)

Form End
Organization - revised Organization

Form
Final Layout
Main Form Column 1 Main Form Column 2 Main Form Column 1
Created At Assigned To
Created By
Zoho Created Category
Zoho Last Activity

Organization Info Billing Address

Name Billling Street

Industry Billing City

Website Billing State
Street Address Billing Zip
City Billing Country
State
Shipping Address
Zipcode Shipping Street
Main Telephone Number Shipping Address
Division of Shipping City
Organisation Type Shipping State
Contact Name Shipping Zipcode
Country
Marketing Information
Facility Information Campaign
Loading Dock Available Product Interest
Lift Gate Needed Rating
Own Organization
Pallet Jack Available Relationships (Initial
Pass Needed for Entry Collapsed)
COI Needed
Shipping/Delivery Hours Opt Outs (Initial Collapsed)
Union No Sales Calls,No Email
Facility Notes
Venue - DIDN'T KNOW WHERE TO ADD
THIS
Date Created Assigned To:
Created By
Venue Info Facility Information
Venue Name Loading Dock Available
Venue Type Lift Gate Needed
Venue Street Pallet Jack Available
Venue City Crate Storage Available
Venue State Pass Needed for Entry
Venue Zip COI needed
Venue Country Shipping/Delivery Hours
Union
 People - revised

Final Layout
Main Form Column 2 PersonContact Details Column 1, Row 1
Created At
Created By
Zoho Created
Zoho Last Activity

Main Contact Details

Name

First Name
Last Name
Nickname
Job Title
Job Role
Office Telephone
Mobile Telehone
Email
Employer

Notes
Internal Notes

Referred By Marketing Information

Source Send Marketing Emails

Opt Outs
No Sales Calls,No Email
No Postal
No Postal
 People

Form
PersonContact Details Column 1,
Person Contact Details Column 2, Row 1 Row 1
Assigned To Title
Referred By
Source

Mailing Address
Opportunity: Time Frame

Street Address
City
State Other Address (Initially
Zipcode Collapsed)
Country Other Street
Other Town/City
Other County/State
Other Postcode/Zipcode
Other Country

Internal Notes

Marketing Information
Campaign
Product Interest

Opt Outs (Initial Collapsed)

 Opportunity- revised

Person Contact Details Column 2, Final Layout

Row 1 Main Form Column 1 Main Form Column 2

Created At Assigned To
Created By Order Type

Opportunity Name Opportunity Status

Close Date
PO Number Lost Reason

Payment Terms Lost Notes

Home Telephone
Client Information Bucket
Client Information Billing Information
Client Company
Client Contact Billling Street
Nickname Billing City
Client Email Billing State
Office Telephone Billing Zip
Client Mobile Telephone Billing Explanation
Billing Country

Details Bucket
Opportunity Details Event Information
Product Interest Event Internal Bucket
Budget Event Name
Time Frame Event Type
Event Start Date
Event End Date
Event City
Event State
Recurring Event
Event Attendance
Artwork (hidden)
Artwork Due
Delivery / Pickup Bucket
Delivery Information
Arrival Date Required Pick
Pick Up
Up Information
Date Required
Venue/Organization Name Pickup Venue
Booth Name/Number Pick Up Booth Name/Number
Shipping Street Address Pick Up Street Address
Shipping City Pick Up City
Shipping State Pick Up State
Shipping Zipcode Pick Up Zipcode
Shipping Country Pick Up Country
Shipping Contact Pick Up Contact
Shipping Mobile Phone Pick Up Mobile Phone
Requested Delivery Hours Requested Pick Up Hours
Inside Delivery Needed?
Crate Storage Needed? How do I add all this in,
White Glove Service would want to prefill it from
Delivery, but still be editable.

Facility Information
Loading Dock Available Pass Needed for Entry
Lift Gate Needed COI Needed
Pallet Jack Available Shipping/Delivery Hours
Union Facility Notes

Line Items:
Product Units, Quantity, Color,
Details
DON'T KNOW HOW TO ADD
Price
THIS
Shipping Is going to be a product.
Damage & Loss Waiver Is going to be a product.
Tax Already a Workbooks Field
Sub Total Already a Workbooks Field
Grand Total Already a Workbooks Field
Terms & Conditions
Internal Instructions
Comments
Internal Notes
Next Step Activity Result
Next Step Due Activity Description
Subject Next Step Assigned To
Internal Notes
In Opp,Qte Cord and Invoice
Quote Revised

Created At Assigned To
Created ByQuotation Name
Customer Order Type
Probability
Customer Quotation Date
Opportunity Quote Status

Close Date Address

Comments Payment Note

PO Number Document Current,
Payment Terms Own Organisation

Client Information Bucket

Client Information Billing Information
Client Company Billling Street
Client Contact Billing City
Nickname Billing State
Client Email Billing Zip
Office Telephone Billing Explanation
Billing Country
Client Mobile Phone
Details Bucket
Opportunity Details Event Information(2 Cols)
Product Interest Event Name
Budget Event Start Date Event Type
Time Frame Event End Date Event City
Event Month Event State
Event Attendance Recurring Event
Artwork (Hidden)
Artwork Due
Delivery / Pickup Bucket
Delivery Information
Arrival Date Required Pick
Pick Up
Up Information
Date Required
Venue/Organization Name Pickup Venue
Booth Name/Number Pick Up Booth Name/Number
Shipping Street Address Pick Up Street Address
Shipping City Pick Up City
Shipping State Pick Up State
Shipping Zipcode Pick Up Zip Code
Shipping Country Pick Up Country
Shipping Contact Pick Up Contact
Shipping Mobile Phone Pick Up Mobile Phone
Requested Delivery Hours Requested Pick Up Hours
Inside Delivery Needed?
Crate Storage Needed? How do I add all this in, would
White Glove Service want to prefill it from Delivery,
but still be editable.

Facility Information
Loading Dock Available Pass Needed for Entry
Lift Gate Needed COI Needed
Pallet Jack Available Shipping/Delivery Hours
Union Facility Notes

Product Details
Line Items: Units, Quantity, Color, Price
DON'T KNOW HOW TO ADD THIS
Shipping
Damage & Loss Waiver
Tax
Sub Total
Grand Total
Terms & Conditions
Internal Instructions
Comments
Internal Notes
Next Step Activity Result
Next Step Due Activity Description
Subject Next Step Assigned To
Internal Notes

Zoho(Initially Collapsed)
Zoho Quote Number Zoho Adjustment
Zoho Valid Date Zoho Tax
Zoho created Zoho Discount
Carrier Zoho Sub Total
Zoho Quote Stage Zoho Grand Total
Zoho Terms and Conditions Grand Total
Terms and Conditions
Sales Manager View
Customer Order - revised

Would like to just copy Opportunity to Order and fill in all info. But add more field
for artwork and logistics. I didn't know I can just do that or if I had to edit the
existing order (that seemed like a lot of work).
Final Layout
Main Form Column 1 Main Form Column 1
Created At Assigned To
Created By Order Type
Customer Order Name Probability
Opportunity Order Status
Contact Email Quote Status
Customer Order Date Invoice Status

Close Date Sales Rep

Comments Sales Rep Email
PO Number
Accounting Period Address
Lost Reason Payment Terms
Lost Note Payment Note

Client Information Bucket

Client Information Billing Information
Client Company Billling Street
Client Contact Billing City
Nickname Billing State
Client Email Billing Zip
Office Telephone Billing Explanation
Billing Country
Client Mobile Phone
Artwork
Artwork Bucket 1
Artwork Status Artwork Due
Artwork Requested Date 1 Print Shop
Artwork Requested Date 2 Print Shop Contact
Proof Required
Artwork URL
Artwork View
Event Information
Event Name Venue Type
Event Type Convention Center
Event
Event Month
City Event
Event Start
End Date
Event State In Hands Date
Artwork Reminder 1
Artwork Reminder 2

Delivery / Pickup Bucket

Delivery Information Pick Up Information
Arrival Date Required Pick Up Date Required
Venue/Organization Name Pickup Venue
Booth Name/Number Pick Up Booth Name/Number
Shipping Street Address Pick Up Street Address
Shipping City Pick Up City
Shipping State Pick Up State
Shipping Zipcode Pick Up Zip Code
Shipping Country Pick Up Country
Shipping Contact Pick Up Contact
Shipping Mobile Phone Pick Up Mobile Phone
Requested Delivery Hours Requested Pick Up Hours
Inside Delivery Needed?
Crate Storage Needed? How do I add all this in, would want
White Glove Service to prefill it from Delivery, but still be
editable.

Inspection
Shipping Docs Complete Date(read only) Inspection Completion Date
Shipping Docs Complete Unit Photographed Date
Yes

Facility Information
Loading Dock Available? Pass Needed for Entry?
Lift Gate Needed? COI Needed
Pallet Jack Available Shipping/Delivery Hours
Union Facility Notes

Logistic Details
Returned Date Ship By Date
Carrier Shipping Status
Carrier Tracking Number Shipped Date

Product Details
Line Items: Units, Quantity, Color, Price
DON'T KNOW HOW TO ADD THIS
Shipping
Damage & Loss Waiver
Tax
Sub Total
Grand Total
Terms & Conditions
Internal Instructions
Comments

Do I need internal notes here? no

Analysis(Initially Collapsed)
Home Currency Document Currency
Total Net Sales Value
Total Cost Value
Total Gross Margin
Gross Margin %
Total Discount Given
Total Discount % Given
Document Currency
Period
 Basically - would like this to populate from Opportunity - not have to
fill anything else in. Have another template for Invoice - Purchase
Invoice - RENTAL and one for Invoice - Parts & Sales
GoCharge Go Charge Invoice
750 Third Avenue, 9th Floor Order #:
New York, NY10017 Sales Rep:
Order Type:
Quote Date:

Bill To: Ship To:

Org Name Venue Name

Street Street
City, State, Zip City, State, Zip

Event Name: Arrival Date:

Booth Number/Location Pick UP Date:

Account Name Contact Name

Payment Terms

Quantity Product Description Unit Price Line Total

Damage & Loss Waiver

Shipping
Tax
Sub for
If you are submitting artwork, please have all video and graphics Total
your stations delivered to us no later than ${Invoices.Artw
Grand Totalto upload your artwork.
Upon receipt of this invoice, you will receive a template and instructions
Special Instructions
PLEASE BE AWARE THAT GRAPHICS SUBMITTED LATE MAY BE SUBJECT TO A $250 LATE CHARGE.
Terms & Conditions
Please note your payment terms are${Invoices.Payment Terms}.
Please include the order tracking number with payment.
Please make all checks and remittances payable togoCharge, 750 Third Avenue, 9th Floor New York, NY
Wire/ACH payments should be sent to: Account Name: goCharge LLC Account: 679270236 ABA:021000

Extra Shipping and Handling Fees.To the extent the Company incurs additional shipping and handling fees as a result of delays, changes in d
Invoice

Form

Main Column Layout

Main Form Column 1 Main Form Column 2
Invoice Type Assigned to
Invoice Status PO Number
Deposit or Payment Opportunity
Customer Invoice Name Customer
Customer Invoice Date
Tax Point Date Address

Payment Due Date Payment Note

Comments Billing Address (Initially Collapsed)
Billing Contact
Billing Street
Billing City
Billing State
Billing Zip
Billing Country
Shipping Information
Venue/Organization Name Shipped Date
Shipping Street Address Carrier Tracking Number
Shipping City Shipping Mobile Phone
Shiping State
Shipping Zip
Shipping Country
Payment Status(initially collapsed)
Synchronised?
Amount paid
Amount outstanding
Payment 1 Payment 2
Payment 1 Date Payment 2 Date
Sales Commission
Sales Rep 1 Split 1% Split Amount 1
Sales Rep 2 Split 2% Split Amount 2
Sales Rep 3 Split 3% Split Amount 3
Total Commission
Product Details
Line
DON'TItems:
KNOWUnits,
HOWQuantity,
TO ADD Color,
THISPrice
Shipping
Damage & Loss Waiver
Tax
Sub Total
Grand Total
Terms & Conditions
Internal Instructions
Comments
Case

Form

Main Column Layout

Main Form Column 1 Main Form Column 2
Raised By Assigned to
Created Related Opportunity
Updated By
Priority Primary Contact Details
Status Name
Source Employer

Product Category Telephone

Type Email
Summary
Description

Summary
Description

Event Information
Event Name Venue Type
Event Type Event Start
Event Month Event End Date
Event State In Hands Date
Event City Ship By Date
Recurring Event Ship Return Pickup Date
Union

Marketing Information
Rental or Purchase Source
Time Frame
Event Types / Event Custom Flds

Event Type
Cold Call
Drop By
Networking Event
Lunch Meeting
Dinner Meeting
Trade Show
Seminar
Layouts Layout 1
Module Type
Form Layout Name
Parent Layout
Desc
Criteria 1
Criteria 2
Criteria 3

Sections Section 1
Module Type
Form Layout Name
Section Name
Columns
Parent Section
Position
Collapsible
Layout 2 Layout 3

Section 2 Section 3
Layout 4 Layout 5

Section 4 Section 5
Layout 6 Layout 7

Section 6
Legend Picklists COM

Industries
Black - used to input data Peson Categories
Hot Pink - Created in workbooks Person Job Roles
Orange - Field "x" - placed in config layout Opportunity Stage
Orange - Layout - Been configged in WB Days of Week
Blue - Signed off by client Best Means of Contact
Purple - On Field Name - Report Required
Red - Needs Edit Sales Lead Statuses
Activity Type
Lead Source Types
Lead Rating Types

Service Type
Service Type
Customer Status
Lead Rating Types
Opportunity Types
Custom Fields Lea Org Peo Opp Quo Inv SO PO
Sales Rep x
Industry x x
Contact Type
Job Role x x
Stage x x
Best Days To Reach x x
Best Means of Contact x x
Last Contacted x x x
Status x
x
Source x x x x
Rating x x
Referred By
Business Type
Services Interested In
Account Status
Rating
Type
Skype
Description Information
Description
Organisation

Main Form Column 1 Main Form Column 2

Assigned To Name
Created At Customer Type
Created By Industry
Updated At Website
Updated By Street Address
Telephone Town or City
Alternate Phone Number County / State
Fax Postcode / Zipcode
Vat Number Country
Create Activity

More Information
Status Business Type
Source Services Interested In
Rating Create Activity
Referred By Campaign

Organization Notes
Description

Agreements With
Agreements Company
column 1 | Agreements
Column 2
Partner | Supplier
Customer Prospect

Opt Outs Column 1 ||| Opt Outs Column

2
No Sales Calls ||| No Postal
People

PersonContact Details Column 1, Row 1

PersonContact Details Column 1, Row 1
Assigned To
Title
Name
Job Title
Job Role
Contact Type
Salutation
Telephone
Mobile
Fax
Email
Best means of Contact
Best Days to Contact
Best Time To Contact
 Opportunity

Form
Person Contact Details Column 2, Row 1 Main Form Column Layout
Employer Main Form Column 1
First Name Name
Last Name Prospective Customer
Main Contact Details Close Date
Street Address Stage
Town or City Probability
County/State
Postcode/Zipcode
Country

Custom Fields Column Layout

Custom fields column 1
Create Activity
Type
Source
Campaign
Employee Apparel Program
Customer Type

Custom fields column 2

Event Types / Event Custom Flds

Event Type
Cold Call
Drop By
Networking Event
Lunch Meeting
Dinner Meeting
Trade Show
Seminar
NEW FIELD FROM ALICE

BRIAN, Drop term foreclosure

Layouts Layout 1
Module Type
Form Layout Name
Parent Layout
Desc
Criteria 1
Criteria 2
Criteria 3

Sections Section 1
Module Type
Form Layout Name
Section Name
Columns
Parent Section
Position
Collapsible
Layout 2 Layout 3

Section 2 Section 3
Layout 4 Layout 5

Section 4 Section 5
Layout 6 Layout 7

Section 6
Legend Picklists

Person Categories
Purple - Native Person Job Roles
Purple - Suggested Opportunity Stage
Hot Pink - Created in workbooks Lead Source Types
Black - Accepted and ready for CRM Industries
Orange - configured in workbooks Activity Type
Customer Status
Red - Needs Edit Lead Rating Types
Opportunity Types

Hot Pink w/Black - in lead column

Picklist is in Workbooks

Orange - configured in workbooks

Green - Accepted in workbooks

Lead Type (Market Segment)

Current Program (Lead/Acct)
Layout Name

Custom Fields Le Org Per Opp Q I SO PO

Contact Type x
Job Roles x x
Stage x
x x
Industry x x x

Account Status x
Rating x
Type x
 Default x Layout

Layout Name Form

Sales lead contact details column 1
 Default y Layout

Form
Sales lead contact details column 2 Main Form Column Layout
Main Form Column 1
Main Form Column 2
NEW FIELD FROM ALICE

BRIAN, Drop term foreclosure

Layouts Layout 1
Module Type
Form Layout Name
Parent Layout
Desc
Criteria 1
Criteria 2
Criteria 3

Sections Section 1
Module Type
Form Layout Name
Section Name
Columns
Parent Section
Position
Collapsible
Layout 2 Layout 3

Section 2 Section 3
Layout 4 Layout 5

Section 4 Section 5
Layout 6 Layout 7

Section 6
Layouts Layout 1
Module Type
Form Layout Name
Parent Layout
Desc
Criteria 1
Criteria 2
Criteria 3

Sections Section 1
Module Type
Form Layout Name
Section Name
Columns
Parent Section
Position
Collapsible
Layout 2 Layout 3

Section 2 Section 3
Layout 4 Layout 5

Section 4 Section 5
Layout 6 Layout 7

Section 6
Alabama AL
Alaska AK
Arizona AZ
Arkansas AR
California CA
Colorado CO
Connecticut CT
Delaware DE
DC DC
Florida FL
Georgia GA
Hawaii HI
Idaho ID
Illinois IL
Indiana IN
Iowa IA
Kansas KS
Kentucky[D] KY
Louisiana LA
Maine ME
Maryland MD
Massachusetts[E] MA
Michigan MI
Minnesota MN
Mississippi MS
Missouri MO
Montana MT
Nebraska NE
Nevada NV
New Hampshire NH
New Jersey NJ
New Mexico NM
New York NY
North Carolina NC
North Dakota ND
Ohio OH
Oklahoma OK
Oregon OR
Pennsylvania[F] PA
Rhode Island[G] RI
South Carolina SC
South Dakota SD
Tennessee TN
Texas TX
Utah UT
Vermont VT
Virginia[H] VA
Washington WA
West Virginia WV
Wisconsin WI
Wyoming WY