Overview:
This article provides direction regarding Flywheel Dropdown values and their intentions.
Accounts:
Type:
| Description | |
| Customer | |
| Dealer | |
| Prospect |
The Account Type may affect visibility for Dealer Reps and availability in the "Dealer Account" field on Leads.
Level:
| Description | |
| Strategic | |
| Growth | |
| Transactional |
Status:
This field is required to be one of these two values.
| Description | |
| Active | |
| Inactive |
Industry:
Flywheel does not provide default values for the Industry list. Each customer may provide a list of applicable industries. See this article (coming soon) regarding editing/adding dropdown values.
Source:
This field represents where the Account originated from. It is intended to track Marketing effectiveness. Flywheel provides a list of reasonable options, but each customer may edit this to fit their needs. See this article (coming soon) regarding editing/adding dropdown values.
Invoices:
Status:
| Description | |
| Open | The initial Status for a new unpaid Invoice. |
| Partial | The invoice is partially paid. |
| Paid | The invoice is paid in full. |
| Overdue | The invoice is not Paid and is past the due date. |
Opportunities:
Sales Stage:
| Probability | Description | |
| New | 10% | These stages can be edited to reflect the company's process and terminology. See note below |
| Initial Discussion Held | 30% | |
| Structure Deal | 60% | |
| Quote Sent | 80% | |
| Order Processing | 95% | |
| Closed Won | 100% | The Opportunity is complete and the customer purchased. |
| Closed Lost | 0% | The customer did not purchase |
Notes:
--The Opportunity Sales stages can be configured to meet customer needs. Each Sales Stage should have a corresponding Probability. See this article (coming soon) regarding editing the stages/probabilities.
--Opportunities with a Probability between 1-99% will contribute to the "Open Opportunities" Dashboard chart.
Lead Source:
This field represents where the Opportunity originated from. It is intended to track Marketing effectiveness. Flywheel provides a list of reasonable options, but each customer may edit this to fit their needs. See this article (coming soon) regarding editing/adding dropdown values.
Quotes:
Status:
| Description | |
| Draft | The Quote is being edited and has not been submitted to the customer |
| Active | The Quote has been shared with the customer. |
| Ordered | The Quote was accepted and has been submitted as an order. |
| Canceled | The Quote was canceled. |
Note: Only Active Quotes will contribute to the "Open Quotes" Dashboard chart
Sales Orders:
Status:
| Description | |
| Submitted | The initial Status for a new Order. Usually when the order has been placed but has not started processing. |
| Active | The order is actively being processed. |
| Completed | In Flywheel, this is the final stage of an Order. It can represent that the Invoice has been sent and/or the order is fulfilled. |
| Canceled | The order was canceled |
Note: Canceled orders will not contribute to the "Monthly Order History" chart. They are also excluded from the Account Plan totals.
Sales Receipts:
Status:
| Description | |
| Pending | The receipt is pending. |
| Final | The receipt is final. |