About the Status Reports Form

This service stores periodic status reports submitted by account managers to provide management with an update on the outlook for a particular opportunity.

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 (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 (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.