Registered_Company | text | — | |
Company_Trading_As_Name | text | — | |
Company_Name | name (composite) | — | Personal data field; prefix/suffix hidden |
Contact_Name | name (composite) | — | Personal data field; prefix/suffix hidden |
Decision_Maker | text | — | |
Mobile | phonenumber | — | Personal data field; allowed country: AU |
Phone_Number (displayname "Phone") | phonenumber | — | Personal data field; default country: AU |
Email | email | — | Personal data field |
Address | address (composite) | — | Personal data field; lat/long hidden |
Url | url | — | |
Follow_up_Date (displayname "Follow up Date") | date | — | |
REFERRER | picklist | — | Values: CRASHCLAIM / ASH / DANIEL STORAH / SAMMY / TAJ / NAJEE / PAVEL / JANTO / JACKSON / MOHAMED KAZI; allows custom "other" value |
Claims_Consultant (displayname "Claims Consultant") | picklist | User | |
Notes | textarea | — | |
Notes_New (displayname "Notes New") | textarea | — | |
Notes_Display | plaintext | — | Static text: "Add your Note here ..." |
Business_Type (displayname "Business Type") | picklist | — | Values: Smash Repairer / Smash Repairer (Badged) / Motorcycle Repairer / Towing Services / Custom Restoration Repairer / Heavy Vehicle Repairer / Mechanical Repairer; allows custom "other" value |
Badged_Repairer (displayname "Badged Repairer") | checkboxes | — | Values: NRMA / CGU Insurance / WFI / Coles Insurance / RACQ Insurance / Suncorp Group / AAMI / GIO / Bingle / APIA / Shannons / Vero Insurance / Allianz Australia / QBE Insurance / YOUI / Woolworths / Self Insured |
Competitor1 (displayname "Competitor") | list | Competitor | Multi-select; allows adding new entries inline ("Add New Competitor") |
Status (displayname "Relationship Status") | picklist | — | Values: Potential Lead / Active Lead / Referral Source / High Priority Lead / Closed |
Previously_Used_CrashClaim (displayname "Previously Used CrashClaim?") | picklist | — | Values: YES / NO |
If_YES (displayname "If YES (Notes)") | textarea | — | |
Customer_Acquisition_Channel (displayname "Customer Acquisition Channel") | list | — | Values: Google Search / Lead Generation Partners / Website & Online Presence / Social Media Ads / Tow Truck & First Response Referrals / Word of Mouth |
Number_of_Employees (displayname "Number of Employees") | text | — | |
Total_vehicles_repaired_per_month (displayname "Total vehicles repaired per month") | text | — | |
Percentage_At_Fault (displayname "Percentage At Fault") | text | — | |
Percentage_Not_At_Fault (displayname "Percentage Not At Fault") | text | — | |
Successful_Hire_Count_per_month (displayname "Successful Hire Count per month") | text | — | |
Average_Repair_Cycle_Times_days (displayname "Average Repair Cycle Times (days)") | text | — | |
Competitor_Strengths (displayname "Competitor Strengths") | textarea | — | |
Competitor_Pain_Points (displayname "Competitor Pain Points") | textarea | — | |
How_long_have_they_been_with_the_competitor (displayname "How long have they been with the competitor?") | textarea | — | |
Action_Plan (displayname "Action Plan") | textarea | — | |