Section 1: Opportunity Details
Actions Done: Actions completed against an opportunity at the very first interaction. This is normally replaceable by tasks (when tasks are added individually). This is useful when tasks haven't been added and sales people need to understand what has been done against this opportunity.
Source Detail: This fields reflects further information on the original Source field of the opportunity. For example, if you have "instructor referral" in the source field, you might want to log the name of the instructor in the source detail. PS: For Marketing Activities, the source detail is not needed as the system will prompt you to choose the specific marketing activity that has generated the opportunity you're working on.
Initial Contact Method: This field reflects the way that the prospect has initially contacted you. Was it through phone, email, meeting, live chat or other means.
Description: This is the initial description or summary of the opportunity. Overview of what the opportunity is about, and any specific details that you would like to connote.
Topic of Interest: This field encompasses the industries that entail our certification offerings. It is useful to iron out interests in topic that we do not offer courses for as it gives visibility on the dynamics of the interests.
Program: The actual certification/program that the prospect lays interest on.
Term: The business cycle whereby the opportunity is expected to convert into a sale.
Study Format: What is the format of the package that the prospect is interested in. Live Classes, Self-study, stand-alone etc...
Probability of closing: Once in the qualification step, what would be the probability of closing this opportunity.
Factor of decision: What is the main factor of decision which will make the prospect register with us. Is it financial, time related etc...
Expected date of registration: When do you expect this opportunity to convert. This field is filled when the opportunity is in the qualification step as it will give a more accurate expectation as opposed to the "Closing date" in the general details of the opportunity.
Comment: Any specific point to be noted when looking at this opportunity.
Email Opt-out: If the prospect asked you directly to exclude him from our mailing list or email marketing campaigns, then this field has to be checked.
Section 2: Personal Details
Account Name: This field is to be filled only when the account we are dealing with is a corporate. If the account was an individual, this field will be automatically filled by "First Name" and "Last Name" of the contact when entered.
Account Email: Same as above. This field also relates to a corporate account and not to an individual account.
First Name, Last Name, Gender, Email, Mobile, Telephone etc...: Those fields pertain to the individual himself if we were dealing with an individual account, or to the key/primary contact of a company if it was a corporate account.
In case of corporate, those fields are not to be confused with the delegate details as delegates are added directly to the opportunity interest when a specific event is added.
Section 3: Education Details
All the fields in this section pertains to the individual account of the opportunity whereby the information that is normally collected to identify the account's eligibility for a certain course, will be recorded here and referred to for analysis in the case where we have a lot of CPA interests for instance, but very few ones are eligible. This will help us understand the education dynamics of our prospects and candidates.
Section 4: Order Details
Payment Type: This field is to identify whether the account wishes to pay all his dues at once or to engage in a financing plan.
Shipping Address: The shipping address of the account in case there is an order or a shipment to be performed his way.
Billing Address: The billing address of the account. In some cases, an account has a billing address different than his personal or work address and thus this field is needed in those cases.
Product Delivery Type: When someone places an order via the website in any of the regions where we have offices, he has the option to pick-up the material from our offices and waive the shipping fees or to have it shipped directly to his shipping address and pay for the shipping fees.
Website Transaction ID: For e-commerce orders.
Website Order Number: For e- commerce orders.
Order Date/Time: For e-commerce orders.
Card Type: For e-commerce orders, the type of card with which the online payment was completed.
Payment declination reason: For e-commerce orders, when an account attempts to pay online and his card is declined for different reasons: insufficient funds, internet breakage etc...
Credit Card Details: For e-commerce orders.
Authorisation Number: For e-commerce orders. The authorisation number of the online payment itself.
Website Password: Every website user has the ability to create an account for himself. When this is done, they are asked to choose a password. For easier processing and maintenance, this website password is saved in the opportunity and in the contact records.
Validated?: This is used for website orders that have been validated on the system and processed.