This service stores periodic status reports submitted by account managers to provide management with an update on the outlook for a particular opportunity.
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Attachments Tab
The Attachments tab lists any files relevant to the Status Reports record.
Comments Tab
The Comments tab contains any comments relevant to the Status Reports record.
General Tab
Opportunity (
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Required)
The name of the opportunity. This field links to the Opportunities service.
Date of Report
The date the status report was submitted. For new records, this field defaults to the current date.
Summary Of Status
This field summaries the current status of an opportunity as of the report date.
Activity Since Last Report
This field summaries the activity that has occurred related to this opportunity since the last status report.
Current Action Items
An organization can use this text field to list any pending action items related to this opportunity as of the report date.
Strategy to Move Forward
An organization can use this field to detail any additional steps or a new approach to adopt while pursuing this opportunity.
Filed By (
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Required)
Specifies the employee who submitted the status report. This field links to the Employees service.
Reviewed By
Specifies the employee who reviewed this status report (if applicable). This field links to the Employees service.
Reviewed On
Specifies the date on which this status report was reviewed by the Reviewed By employee, if applicable.