Success_Plan__c
Label: Success Plan Stores information about success plans.
| Account__c |
Account |
January 2023 |
The account that relates to the success plan.
Looks up to: Account
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Lookup |
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| Annual_Revenue__c |
Annual Revenue |
January 2023 |
The annual revenue for the account that relates to the success plan.
Formula:
Account__r.AnnualRevenue
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Currency(18,2) |
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| Challenges_and_Risks__c |
Challenges and Risks |
January 2023 |
A summary of the challenges and risks identified in the success plan.
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Html(32768) |
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| Last_Business_Review__c |
Last Business Review |
January 2023 |
The date of the last business review for the account that relates to the success plan.
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Date |
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| Next_Business_Review__c |
Next Business Review |
January 2023 |
The date of the next business review for the account that relates to the success plan.
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Date |
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| Status__c |
Status |
January 2023 |
The status of the success plan.
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Picklist:
Active
Archived
Blocked
Completed
Draft |
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| Success_Plan_Owner__c |
Success Plan Owner |
January 2023 |
The owner of the success plan.
Looks up to: Contact
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Lookup |
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| Summary__c |
Summary |
January 2023 |
A summary of the success plan.
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Html(32768) |
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