CRM Lists
To create new records for Customer Relationship Management (CRM) features, go to Setup > Sales > CRM Lists. Expand the Filters. In the Type field, select the kind of CRM list you want to create a record for.
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Sales Role
To create a sales team, you must create sales roles and assign them to your employees. For more information, read Creating a Sales Role.
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Contact Role
Create roles to identify your contacts, for example Decision Maker or Influencer. These are assigned to the contact on the Relationships > Contacts subtab on the Prospect and Customer record.
For more information, read Associating a Contact with a Record.
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Contact Category
When you assign categories to contacts, you can quickly manage your contacts list.
For more information, read Creating Categories for Contacts.
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Win-Loss Reason
Use Win-Loss reasons to indicate why an opportunity is won or lost.
Note:This list is available only if you use the Opportunities feature.
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Partner Category/Role
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Note Type
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Sales Readiness
Sales readiness describes how close a lead, prospect, or customer is to making a purchase. This list shows in the Sales Readiness field. On the Sales subtab, click Qualification. You can view this field from opportunities, leads, prospects, and customer records.
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Buying Time Frame
Buying time frame indicates when a customer intends to purchase. This list shows in the Buying Time Frame field. On the Sales subtab, click Qualification. You can view this from opportunities, leads, prospects, and customer records.
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Buying Reason
This list tracks why a lead, prospect, or customer wants to purchase. This list shows in the Buying Reason field. On the Sales subtab, click Qualification. You can view this field from opportunities, leads, prospects, and customer records.
For more information, read Campaign Channels and Creating a Campaign Record.
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Lead Source
This defines how new leads come to your company.
For more information, read Lead Sources