Introduction
With the Important Fields feature, you can keep your Growth Opportunities on track by highlighting the most critical capture activities for each stage. With this feature, Capture Managers are made aware of essential actions to be taken based on the current stage of a Growth Opportunity record.
With the recent enhancements to the Growth Opportunity Page Layout, you can check which fields are crucial/significant for a particular stage of an Opportunity. A Growth Opportunity Record has several fields on its page layout. Each Opportunity stage has few fields that are of greater significance to it. With the Important Fields section, you can now view and enter the values for these fields for each Growth Opportunity stage, without scanning the entire page layout.
Audience
Growth Suite Users
Prerequisites
Ensure that Growth Suite - Sales Cloud or Platform Edition is already installed and configured. The version of this package must be 2024.2 or higher.
IMPORTANT
This document pertains to the Platform Edition of TechnoMile's Growth Suite and hence includes steps for Growth Opportunity as its primary object. However, you can follow the same steps for Opportunity, which is the primary object for the Sales Cloud Edition of TechnoMile's Growth Suite product.
Viewing Important Fields by Stages
To view important fields by stages:
Navigate to a Growth Opportunity record.
Note that the Growth Opportunity is currently in the Tracking Stage.
Go to the Important Fields section typically placed above or below the Activity and Chatter tabs on the right-hand side panel.
The Important Fields section displays the crucial/significant fields you need to complete for the Tracking Stage.Specify values in these fields and click Save.
Success message displays.
Select the Pursue stage and click Mark Stage as Complete.
The Important Fields section displays the crucial/significant fields for the Pursue Stage of the Growth Opportunity.