Field reference
Prospect
How to use Prospect in Leads & Opportunities: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain the prospect identity and contact details, record the requirement, and progress qualified opportunities into quotations. Record an outcome and next action so the commercial pipeline is useful to the next person reviewing it.
This page is a record page in Sales & Marketing → Leads & Opportunities. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Company.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Prospect from Sales & Marketing → Leads & Opportunities, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Company Namecompany_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Customer Groupcustomer_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer Group |
No. of Employeesno_of_employees | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Annual Revenueannual_revenue | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Market Segmentmarket_segment | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Market Segment |
Industryindustry | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Industry Type |
Territoryterritory | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Territory |
Prospect Ownerprospect_owner | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Websitewebsite | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Faxfax | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
leadsleads | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Prospect Lead |
Opportunitiesopportunities | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Prospect Opportunity |
Child tables
leads — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Leadlead | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Lead |
Lead Namelead_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Emailemail | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Mobile Nomobile_no | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Lead Ownerlead_owner | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Statusstatus | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Opportunities — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Opportunityopportunity | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Opportunity |
Amountamount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Stagestage | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Deal Ownerdeal_owner | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Probabilityprobability | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Closingexpected_closing | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Currencycurrency | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Contact Personcontact_person | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Contact |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.