Project Lead Fields
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A Project Lead has the following fields, listed in alphabetical order. Depending on your page layout and field-level security settings, some fields may not be visible or editable.
| Field | Description |
|---|---|
| # Influencer Green | Count of Participants whose Count Project Won/Lost Loyalty is Green. |
| # Influencer Red | Count of Participants whose Count Project Won/Lost Loyalty is Red. |
| # Influencer Yellow | Count of Participants whose Count Project Won/Lost Loyalty is Yellow. |
| Account | Used during creation to select an Account, which becomes a Participant once the Project Lead is created. |
| City | The city of the Project Lead; used to derive its GPS coordinate. |
| Contact | Used during creation to select a Contact, which becomes a Participant once the Project Lead is created. |
| Convertable? | Defaults to true. If set to false, the conversion process is blocked. |
| Country | The country of the Project Lead; used to derive its GPS coordinate. |
| Design End date | The approximate end date of the Project’s Design phase. |
| IBAU ID | The ID used to match the corresponding ibau record. |
| Location | The GPS coordinate — typically the result of the geocoding process. |
| Main project | Lookup to a Main Project, used to group multiple related Projects. |
| Order value | The approximate order value. |
| Project | Lookup to the resulting Project once the conversion process completes. |
| Project construction volume | The Project’s construction volume. |
| Project lead phase | The phase of the qualification process this Project Lead is in. |
| Project Lead-Name | The name of the Project. |
| Project phase | The phase of the Project, typically based on the German HOAI Leistungsphasen (service phases) model. |
| Project potential | The potential of the Project. |
| Project stage | The stage of the construction project. |
| Project status | Formula field displaying the Project status picklist as a traffic light. |
| Project status picklist | The status of the Project Lead — green, yellow, or red. This should be set automatically by a workflow tailored to your business rules. |
| Project type | The type of Project. |
| Project volume | The Project’s volume. |
| Project Website | The Project’s website, if known. |
| Refusal reason | If the Project Lead is not going to be converted, a reason can be entered here — doing so automatically sets Result to Rejected. |
| Result | The outcome of the Project Lead process: automatically set to Rejected or Converted during the conversion process. |
| Role | Used during creation to select the Role of the Account/Contact that becomes a Participant once the Project Lead is created. |
| Source | The source of the Lead. |
| Street | The street of the Project Lead; used to derive its GPS coordinate. |
| Submission date | The date by which a quotation must be submitted for the tender process. |
| Tender date | The tender date. |
| Tender product preference | The tender’s product preference. |
| Tender text | The text of the tender. |
| Tender type | The tender type. |
| Trade | Selection of the construction Project’s trade(s). |
| Zip code | The ZIP/postal code of the Project Lead; used to derive its GPS coordinate. |
Related
- Project Qualification with Project Lead
- Project Lead Record Types
- Set Up Project Lead for Salesforce Lead Process