Enhanced Field Labels and Custom Fields

The SuiteApp renames fields on records to more closely follow typical industry terminology. It also includes the following custom fields that are commonly used in other popular CRM applications:

• Annual Revenue

• Campaign Category

• Created Date

• Industry

• Last Modified Date

• No. of Employees

The following tables list the fields on the Enhanced Sales Center and their counterpart fields on the standard Sales Center. It also provides the equivalent fields used in other popular CRM applications.

Field Labels on Customer and Prospect Records
Enhanced Sales Center	Standard Sales Center	Fields used in other popular CRM applications	Search Fields to Use
Sales Rep		Account Owner
Customer ID / Prospect ID	Name/ID		Name/ID
Customer Name		Account Name
Parent Customer		Parent Account
Phone		Phone
Email		Email
Fax		Fax
Website	Web Address	Website	Web Address
	Category	Type	Category
Industry		Industry
No. of Employees		Employees
Annual Revenue		Annual Revenue
Campaign	Marketing > Lead Source		Lead Source
Description	Comments	Description	Comments
Created Date	Date Created	Created By	Date Created
Last Modified Date		Last Modified By

Field Labels on Lead Records
Enhanced Sales Center	Standard Sales Center	Fields used in other popular CRM applications	Search Fields to Use
Sales Rep	Sales Rep	Lead Owner
Lead ID	Name/ID
Name Note: The Lead Conversion feature must be enabled in your account for the Name field to appear on a new Lead form.		Name
Company		Company
Title		Title
Lead Status	Status	Lead Status	Status
Phone	Phone	Phone	Phone
Mobile Phone	Mobile Phone
Email	Email	Email	Email
Rating	Qualification > Sales Readiness	Rating	Sales Readiness
Address	Address	Address	Address
Website (not available for individuals)	Web Address	Website	Web Address
Industry		Industry
No. of Employees		No. of Employees
Annual Revenue		Annual Revenue
Description	Comments	Description
Campaign	Marketing>Lead Source	Lead Source	Lead Source
Created Date	Date Created		Date Created
Last Modified Date

Field Labels on Contacts
Enhanced Sales Center	Standard Sales Center	Fields used in other popular CRM applications	Search Fields to Use
		Contact Owner
Contact ID	Contact
Customer Name	Company	Account Name	Company
Title	Job Title	Title	Job Title
Phone	Main Phone	Phone	Phone
Mobile Phone	Mobile Phone	Mobile
Email	Email	Email	Email
Reports To	Relationships > Supervisor	Reports To
Mailing Address	Address	Mailing Address	Address
Fax	Fax		Fax
Other Phone
Assistant
Asst. Phone
Description	Comments	Description	Comments
Created Date	Date Created	Created Date	Date Created
Last Modified Date

Field Labels on Opportunity Records
Enhanced Sales Center	Standard Sales Center	Fields used in other popular CRM applications	Search Fields to Use
Sales Rep		Opportunity Owner
Opportunity Number	Opportunity #		Number/ID
Opportunity Name	Title	Opportunity Name	Title
Customer Name	Company	Account Name	Prospect/Customer
Forecast Type	Forecast Type	Type	Forecast Type
Campaign		Primary Campaign Source
Expected Close Date	Expected Close	Close Date	Expected Close Date
Actual Close
Stage	Status	Stage	Opportunity Status
Probability (%)	Probability	Probability (%)	Probability
Amount	Projected Total	Amount	Projected Amount
Range	Range		Range - High, Range - Low
Next Step	Action Item	Next Step	Action Item
Rating	Sales > Sales Readiness		Sales Readiness
Campaign Category
Campaign	Lead Source	Primary Campaign Source	Lead Source
Description	Details	Description
Created Date		Created By
Days Open
Last Modified Date		Last Modified By

Related Topics

• The Sales Center
• Custom Field Types
• Setting up the Enhanced Sales Center
• Customizing the Enhanced Sales Center

General Notices