This page lists the fields on each type of record and the values you can choose from. Fields
can be required by your administrator, in which case they're marked in the form.
Accounts#
| Field |
Values or format |
| Account name |
Text. Required. |
| Type |
Prospect, Customer, Partner, Vendor, Other |
| Status |
Active, Inactive |
| Rating |
Hot, Warm, Cold: how promising the relationship is. |
| Account owner |
A user. |
| Industry, Website, Phone, Email |
Text. |
| Employees |
A number. |
| Annual revenue and Currency |
An amount in one of your organization's currencies. |
| Billing address |
Street, City, State, Postal code, Country |
| Description |
Text. |
Stakeholders#
| Field |
Values or format |
| Name, Role, Email |
Text. Required. |
| Account |
The account the person belongs to. |
| Status |
Active, Inactive |
| Engagement level (1-10) |
1 (not engaged) to 10 (fully engaged). |
Projects#
| Field |
Values or format |
| Title |
Text. Required. |
| Code |
A short reference, for example NWT-SCP. |
| Account |
The account the project is for. |
| Status |
Planning, Ongoing, Completed, On hold. Completed and On hold lock the project. |
| Health |
On track, At risk, Off track |
| Priority |
Low, Medium, High, Critical |
| Phase |
Initiation, Planning, Execution, Closing |
| Category / department |
Text. |
| Percent complete |
0 to 100, in steps of 5. Shown as the Progress bar. |
| Start, End |
Dates. Start is required. |
| Baseline start, Baseline end |
The originally agreed dates, to compare against. |
| Owner, Project manager |
Users. |
| Sponsor |
A stakeholder. |
| Currency, Budget, Actual cost |
Amounts. Variance is calculated as budget minus actual cost. |
Schedule events#
| Field |
Values |
| Type |
Task, Milestone, Meeting, Deadline |
| Status |
Pending, Completed, Delayed |
Risks#
| Field |
Values |
| Likelihood, Impact |
Low, Medium, High. Score = likelihood × impact, from 1 to 9. |
| Status |
Open, Mitigating, Closed |
Deliverables#
| Field |
Values |
| Status |
Not started, In progress, Done |
Custom fields#
Your organization can add its own fields to accounts, stakeholders and projects. They appear in
the forms and on the record, and some might only be visible to managers or administrators. Ask
your administrator what a custom field is for.
Related content#