423 votesDavid Chesnick supported this idea ·
31 votesDavid Chesnick commented
YES. If "A lead is a Person, Company, or business opportunity that is not yet qualified for your Sales Pipeline." Doesn't it stand to reason that a new potential business opportunity for an existing contact is still a lead? Without the ability to auto-populate, are you just inviting Contact pollution??
19 votesDavid Chesnick commented
YES! We absolutely need this. Basically what you are talking about is a REVENUE FORCAST. I work for a construction company and it's critical that we are able to forecast our revenue/cash flow as well as the # of jobs we expect to have under construction (so we can forecast our workforce requirements). We may "win" a $2M job in November, but we won't begin to see revenue until we break ground the following April and the job may be under construction for several months or years and the dollars may flow in unevenly during that time frame. So we need to be able to establish a revenue schedule for the project and have it be calibrated by the Confidence to Win variable. Lastly, due to the nature of our business and the time that transpires between being awarded a job and actually starting construction, a deal you've won will sometimes evaporate before construction begins. So the ability to create custom fields like "Confidence to Build" and include them in the forecast calculation [like: FORECASTED REVENUE = DEAL VALUE x CONFIDENCE TO WIN x CONFIDENCE TO BUILD] would be extremely helpful.