Priorities

Overview

You can create a custom list of priorities for your leads, prospects and opportunities to indicate how important they are for your company. In other words, you can set priorities for your leads, prospects and opportunities in some order using this list, with each priority having a specific numeric value. E.g., your priorities can be Low, Medium and High, with a value associated with its order. Click to watch this video on creating CRM lists in Core.

Field Descriptions

Basic Tasks

Add Priorities

View Reports

Advanced Tasks

Export Priorities

 

Field Descriptions

Field Name Field Description
CRM Lists > Priorities >
Priority ID Name of a priority, e.g., High, Low, Medium.
Active Indicates whether a priority is available to be used in opportunities or for leads and prospects.
Order Numeric value associated with the order of a priority, say 1, 2, 3 and so on, automatically assigned by Core. A lower value indicates a higher priority.


Add Priorities

To add a priority, watch this video or follow these steps:

    1. Open the Priorities screen from the side menu > Lists > CRM.


    2. In the list view, click Add and enter the required information in the top row of the grid. Check Field Descriptions above for details.

      • Priority ID: Name of a priority, e.g., High, Low, Medium.

      • Active

      • Order: Numeric value associated with of the order of a priority

    1. You can change the order of a priority by dragging the icon on the left up or down in the grid. The numeric value of the field changes accordingly.
    2. Click Done to save. The new priority is displayed in the grid.

View Reports

To view a report:

    1. Open the Priorities screen from the side menu > Lists > CRM.

    1. In the list view, click More > View Reports.

    2. Select a report from the Report List dialog. It opens in the viewer.

    3. Preview the report and then choose to export or print it.

Export Priorities

In Core, you can export the priorities to the Comma Separated Values file format. Core exports data from all available columns and not just the columns visible in the grid.

To export priority records to a .CSV file, watch this video or follow these steps:

    1. Open the Priorities screen from the side menu > Lists > CRM.

    1. In the list view, click More > Export as CSV.

    2. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

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