Activity - Create table
Put on the hat of the system builder of Stationary Inc.
The Sales Manager of your organisation has requested for some infrastructure to record the details of the Sales Leads his team has been following up on.
He needs to capture details like lead's name, email, Phone number, status of the lead (to track whether the lead is a prospect / opportunity/ requires nurturing/ has become a client/ lost ), estimated value of business, Lead manager, Interests of lead.
HINT
Create a Table titled - Lead Details
Add the following columns:
Column Title | Column Type |
---|---|
Company Name | Single line of Text |
First Name | Single line of Text |
Last Name | Single line of Text |
Phone Number | Single line of Text |
Lead Status | Choice (Provide 5 options - Prospect, Opportunity, Nurture, Client and Lost) |
Estimated Value | Currency (Select AUD) |
Lead Manager | User |
Interests | Multiline of Text |
To create your Lead Details Table, use the test environment here:
Once you have successfully completed this activity, please proceed to the next module.