Kind (Note, Call, Meeting), Heading, What happened (required), When it happened, Minutes and Who was present (calls and meetings), files.
Deal
What is it (required), Process, Step, Value (empty = Not estimated), Expected close, Up against, Owner (plain text), outcome Open, Won or Lost, Why it was lost.
Sales process step
Name, Likely to close (0 to 100), Position.
Lead
Title (required), Company, CVR, Person, Email, Phone, Source, Score (0 to 100), status.
Catalogue, quote, order, subscription, task
Record
Fields
Catalogue item
Item number, Name, Category, Unit, Billed, Price per period, Cost per period.
Quote
Number, Title, Valid until, Contact person, Deal, Introduction, Terms; Binding period, Notice period, Renewal, Invoiced, Price adjustment; lines with Item, Unit, Billed, Quantity, Unit price, Discount, Amount. Currency, VAT rate and payment terms are fixed when the quote is created.
Order
Number, Invoicing status, Delivery date, lines and totals, the quote it came from.
Subscription
Status (Active or Last day), recurring per month, the order it came from, start date, the agreement.
Task
Title (required), Due (a date), Assigned to, Person and Deal (on a customer's task), Notes, Open or Done.