About the Sales Force Automation Forms

This topic provides field-by-field information on every form used when setting up and administering Sales Force Automation. It is intended for use as a reference for the various fields on the forms associated with the services found in the Sales Force Automation application.

The forms are documented in alphabetical order. Within each form, tabs are also addressed in alphabetical order.

Note that the fields marked as required in this topic are not automatically populated and must be completed by a user to save a record.

This topic contains the following sub-topics:

• About the Call Lists Form
• About the Call Script Categories Form
• About the Call Script Runs Form
• About the Call Script Steps Form
• About the Call Scripts Form
• About the Competitors Form
• About the Contact Role Types Form
• About the Contacts Form
• About the History Form
• About the Line Items Form
• About the Opportunities Form
• About the Partner Role Types Form
• About the Partners Form
• About the Reference Types Form
• About the References Form
• About the Referral Requests Form
• About the Referral Types Form
• About the Referrals Form
• About the Roles Form
• About the Sales Target Types Form
• About the Sales Targets Form
• About the Selling Role Types Form
• About the Sources Form
• About the Stages Form
• About the Stages Opportunity Types Form
• About the Status Reports Form
• About the Types Form for Opportunities
• About the Vendors Form for Opportunities

The following services appear in the Sales Force Automation application but are described in other topics. Refer to the topics specified below for information on the following services:

• Contact Log: See About the Contact Log Form for more information.
• Task Definitions: This service is reserved for future use. See About the Task Definitions Form for more information.
• Task Types: See About the Task Types Form for more information.
• Tasks: See About the Tasks Form for more information.