Page Comparison

Filter Options

Filter options display as check boxes to the right side of the Pipeline Opportunities grid.

Open

Filters to display contracts with an Open status.

Submitted To Client

Offers that have been submitted already.

Proposal

Filters to display prospect accounts that have received a proposal.

Order Form

Filters to display prospect accounts that have received an Order Form.

Contracts/Service Agreements

Filters to display prospect accounts that currently have a contract or service agreement.

Limit To New Business

Filters to only display new prospect accounts.

Temporary

Filters to only display the short term prospect accounts. Short-term is identified by the Reason Code if the Reason Code’s setup has ‘Yes’ selected from the ‘Is Temp’ field in Setup > System > Reason Code (double click to open Edit Reason Code).

Permanent

Filters to display prospect accounts that will have an on-going contract.

Field Descriptions

Proposal ID

The identification number for the proposal.

Site Name

The name of the prospect account.

Next Step

This column uses icons to quickly identify next steps for the prospect account. Hover over the icon to display a next step popup.

• Exclamation Point (red icon) indicates no pending taskstask or appointment is scheduled.

• Task List (green icon) indicates what a task or appointment is neededscheduled. Hover to view a summary of the details.

Sales Rep

Indicates who the sales representative managing the account is.

Monthly Rev.

Displays the monthly revenue amount the prospect account would bring in.

Closing Date

The closing date of the external contract or services.

Start Date

The targeted start date of the new contract.

Probability

The probability or likelihood of closing on the prospect account.

Format

The Form Format selected from the Quotes and Contracts section of the prospect account. Formats include: Order Form, Proposal and Service Agreement.

Form Type

Indicates the new service proposed, or the change in service.