Name: In this field, you can enter a short name that facilitates the quick identification of a specific case in lists and reports.
Description: This section allows you to enter detailed arrangements, the scope of work, and the business context necessary for the execution of the order.
Responsible Person: Here you have the option to designate a specific system user who will oversee the proper course of the entire process.
Related Task: This space is used to link the interest to a specific activity in the calendar, ensuring full consistency of operational actions.
Client: Use this element to assign the case to the card of a specific company or person, thereby building a clear history of cooperation.
Status: In this area, you will specify the current stage of execution, which will directly affect the accuracy of sales reports and forecasts in the pipeline.
Contact: This field allows you to select a specific decision-maker on the client’s side with whom communication should take place regarding this matter.
Next Interest: You can indicate the next planned step or related sales opportunity here, maintaining the continuity of business processes.
Outcome of Interest: Fill in this space to specify the final result of actions (e.g., win/loss) after the formal conclusion of the entire process.
Department: This function facilitates the assignment of responsibility to a specific organizational unit, streamlining internal settlements and work structure.
Date: The system allows you to register the exact moment of entering the interest into the database, which is crucial for response time analytics.
Start Date: Enter the planned start date of work here so that the team can prepare resources accordingly.
End Date: Here you set the final deadline for completing the order, allowing for effective monitoring of timeliness.
Start Time: In this field, you will define the specific start time of actions, which is particularly useful for precise schedule planning.
End Time: This parameter is used to specify the exact end time of work, facilitating the accounting of time spent on the given topic.
Net Amount: Enter the base value of the transaction here without VAT, which serves as the basis for further calculations.
Tax: You have the option to select the appropriate percentage rate here so that the system can automatically calculate the due tax liabilities.
Gross Amount: In this window, you will check the total value of the interest (net sum and tax), which is crucial for the final settlement with the client.
Currency: Select the appropriate currency unit from the list in which all financial values of the given case are expressed.
Invoice Number: This field allows you to enter the official document number associated with the given revenue.
URL: Paste the direct link to the document here to enable quick preview of the invoice without searching the disk.
Source: Mark here the source of contact acquisition (e.g., advertisement, referral), which will help you analyze the effectiveness of marketing channels.
External ID: Enter a unique code if the interest was imported from another system and requires data synchronization.
Number: This automatic field generates a unique internal system identifier used for precise record-keeping of the report.
Add Attachment: Use this option to attach files, contracts, or technical specifications necessary for the execution team to the case.