Skip to main content

Business Development Form

Field NameTypeLinked Form / ModuleNotes
Registered_Companytext
Company_Trading_As_Nametext
Company_Namename (composite)Personal data field; prefix/suffix hidden
Contact_Namename (composite)Personal data field; prefix/suffix hidden
Decision_Makertext
MobilephonenumberPersonal data field; allowed country: AU
Phone_Number (displayname "Phone")phonenumberPersonal data field; default country: AU
EmailemailPersonal data field
Addressaddress (composite)Personal data field; lat/long hidden
Urlurl
Follow_up_Date (displayname "Follow up Date")date
REFERRERpicklistValues: CRASHCLAIM / ASH / DANIEL STORAH / SAMMY / TAJ / NAJEE / PAVEL / JANTO / JACKSON / MOHAMED KAZI; allows custom "other" value
Claims_Consultant (displayname "Claims Consultant")picklistUser
Notestextarea
Notes_New (displayname "Notes New")textarea
Notes_DisplayplaintextStatic text: "Add your Note here ..."
Business_Type (displayname "Business Type")picklistValues: 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")checkboxesValues: 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")listCompetitorMulti-select; allows adding new entries inline ("Add New Competitor")
Status (displayname "Relationship Status")picklistValues: Potential Lead / Active Lead / Referral Source / High Priority Lead / Closed
Previously_Used_CrashClaim (displayname "Previously Used CrashClaim?")picklistValues: YES / NO
If_YES (displayname "If YES (Notes)")textarea
Customer_Acquisition_Channel (displayname "Customer Acquisition Channel")listValues: 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

System

Field NameTypeLinked Form / ModuleNotes
CompetitorlistValues: CrashClaim - Won / Right2Drive / Compass / Carbiz / IITR / TurnRight / Tru Blue / Not My Fault / IMOK / Clear Hire / Trade Spec / A2B / New Competitor
New_Competitor_Name (displayname "New Competitor Name")text
Notes_Migrated (displayname "Notes Migrated")checkboxDefault: false
BDM_Notes (displayname "BDM Notes")listBDM_Note (↔ Business_Development_Form)Multi-select