General Interest

Introduction to the new lead and opportunity forms

We’ve completely redesigned the new guided Sales process forms to make them easier to use. The new forms show you tasks in a logical sequence, with pages organized to make things easier to find. The text, layout, and controls now have a new look on every form, aiming to make things easier to read.

What else has changed?

  • Process control. When you create a new lead or opportunity, across the top of the page, you’ll see a process flow. The process flow organizes tasks under stages labeled Qualify, Develop, Propose, and Close. Click these stages and you’ll see key tasks with data fields organized beneath them. If you create new accounts or contacts outside the lead or opportunity flow, the pages are similar, but without the process flow stages across the top.

  • Inline editing. As you work with the forms, you’ll see that they now behave a bit differently. To edit a piece of data, just click it (or tap it on a touch-enabled device).

  • Auto-save. You can edit fields right on the form, and the form saves your changes automatically after a certain period of time (the time period cannot be modified). If you close the form or click a button in the command bar, your changes will be saved automatically.

  • Duplicate detection. Some users may have grown accustomed to having duplicate detection automatically triggered when they create a new contact, account, lead, or opportunity record. In the updated user experience, duplicate detection is handled less invasively, triggered when a new Lead is ready to save.

  • Editable process. Anyone with the Sales Manager, System Administrator, or System Customizer role (or equal or greater permissions) can change the sales process to display different stages, steps, and fields. You can do this at any time, and it can be done without software development resources. More information: Editing the new sales process.

Following the process in the new forms

As you work through the sales process, keep these behaviors in mind. Knowing they’re there will make the process easier to use.

  • When you create or work on a Lead, you’ll see the Qualify stage. Once you qualify the lead and convert it to an Opportunity, more stages will appear. By default, the stages that appear are Develop, Propose, and Close, but you can edit these to display whichever stages you wish.

  • While creating a new lead, some fields will stay locked—for example, Existing Contact and Identify Account. These fields will be unlocked after the record is created.

  • As you finish a stage and mark all the steps within it as Complete, the system will automatically move you to the next stage.

  • As you finish entering data and activities, you’ll see a history of the collaborations on this record generating in the middle of the page. This keeps track of the work you and your colleagues do so you can keep up with changes as they happen, as well as look things up later.

  • Once you qualify a lead, it automatically creates a new opportunity record related to the original lead record, as well as Account and Contact records if matching records are not found in the system.

  • When you create a new opportunity, you’ll see the first stage ready for you to fill in the data. The first stage is set by default to Qualify, but you can edit the process to begin with any stage you choose. More information: Editing the new sales process.

    When you close an opportunity, Won or Lost, you’ll see a small window appear where you can enter data describing the closure.

See Also