Templates: Form to itemize forecast opportunities

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    jenn.smithchong
    Asked on June 24, 2019 at 10:58 AM

    I want each of our sales agents to provide a list, by account, of sales opportunities with the drop-down fields for each opportunity, with the drop-down options being different:

    Name of account (free text)

    business area (drop-down)

    Platform(s) (free text)

    Timing (drop-down to select month-year)

    Probability (drop-down to select High, Medium, low)

    Number of cases (free text)

    Anticipated annual revenue (free text - numerical)


    I can't find a template to leverage.


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    JohnRex
    Answered on June 24, 2019 at 04:55 PM

    I think a Configurable list can come in handy with this particular requirement. This widget allows you to define the various field types per column on the list in a matrix-type of layout. Here's a quick demo for your reference:

    1561409419config list (2).gif

    Please refer to this link below for more information about this widget:

    How-to-Set-Up-the-Configurable-List-Widget

    In case you have a different concern in mind, and think that the requirement is not achievable by using this widget, Request A Form feature is available. You may request a type of form that you want by following these:

    How-to-Send-Request-for-Custom-Form