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SNo AccountName

51 Goa College of Architecture


52 Goa College of Art
53 Goa College of Pharmacy
54 Goa Dental College
Address1
Dr. T.B.Cunha
Altinho, Educational Complex, Altinho, Panaji,Goa. 403001
Panaji,
Goa, 403001, India
18thDental
Goa June Road, Panaji,
College and Goa, 403001
Hospital
Bambolim Goa 403202
Address3
Subsidiary Region State City PinCode TotalNoOfPCIB
IndiaSC West Goa Panaji 403001 200
IndiaSC West Goa Panaji 403001 80
IndiaSC West Goa Panaji 403001 80
IndiaSC West Goa Panaji 403202 150
CustomerContactName1 Designation1 EmailId1
- - gca.archoffice@gmail.com
Shri Mahesh Vengurlekar Principal ppl-gcart.goa@gov.in
Dr. Gopal Krishna Rao Principal principal.gcp.goa@gov.in
Dr. James Samuel Assistant Professor dean-gdch.goa@nic.in
AllowDirectMail1 AllowPhone1 AllowEmail1
Yes Yes Yes
Yes Yes Yes
Yes Yes Yes
Yes Yes Yes
MobileNo1 PhoneNumber1 TotalDealValue CurrencyCode
8322227144 8322227145 600000 INR
8322226104 8322226105 500000 INR
8322226882 8322226886 400000 INR
8322459812 8322459816 300000 INR
LeadType DueDate Source
New 2/28/2019 Partner
New 2/28/2019 Partner
New 2/28/2019 Partner
New 2/28/2019 Partner
Segment
SMB Government/SOE
SMB Government/SOE
SMB Government/SOE
SMB Government/SOE
Field Mandatory Field
Field Not Mandatory
Field Not Mandatory
Column Name Field Type
1 Sno Mandatory
2 CustomerName Mandatory
3 Address1 Mandatory
4 Address2 Not Mandatory
5 Address3 Not Mandatory
6 Subsidiary Not Mandatory
7 State Not Mandatory
8 Region Not Mandatory
9 City Mandatory
10 Pincode Not Mandatory
11 Fax Not Mandatory
12 Url Not Mandatory
13 TurnOverINRinCR Not Mandatory
14 TotalNoOfBranches Not Mandatory
TotalNoOfEmployee Not Mandatory
15 TotalNoOfPCIB Mandatory
16 PCIBRange Not Mandatory
17 IndustryType Not Mandatory
18 VerticalType Not Mandatory
19 Category Not Mandatory
20 LineOfBusiness Not Mandatory
21 CustomerContactName1 Mandatory
22 Designation1 Mandatory
23 EmailId1 Mandatory
25 MobileNo1 Mandatory
26 PhoneNumber1 Mandatory
29 CustomerContactName2 Not Mandatory
30 Designation2 Not Mandatory
32 MobileNo2 Not Mandatory
35 EmailId2 Not Mandatory
37 OperatingSystemsInUse Not Mandatory
38 EmailPlatformSolution Not Mandatory
39 NoOfServers Not Mandatory
40 ServerOSVersion Not Mandatory
42 TotalDealValue Mandatory
43 CurrencyCode Not Mandatory
44 BantCalling Not Mandatory
45 Comments Not Mandatory
46 LeadType Mandatory
47 DueDate Mandatory
48 PartnerName Not Mandatory
49 OpportunityName Not Mandatory
50 OpportunityType Not Mandatory
51 CRMAccountID Not Mandatory
52 OpportunityOwnerAlias Not Mandatory
53 SalesStage Not Mandatory
54 Source Mandatory
55 Segment Mandatory
57 AssignedTele Not Mandatory
Description
Should have numbers only. It should be entered in a incremental fomrat
Full Customer Name without any special characters
Address of Customer
Address2 of Customer
Address3 of Customer
Subsidiary of Customer. Currently only IndiaSC is present.
Select Customer State from the available dropdown menu
Select Region of Customer only from the Dropdown provided
Select City from the given dropdown only
Enter pincode of Customer
Enter Fax no. of Customer
Enter URL of Customer
Enter TurnOver of Customer
Enter Number of branches Customer has
Enter total number of employee's in the company
Enter total number of PC available with Customer
Select the number of PC in the given range dropdown
Customer Industry type
Customer vertical Type
Category of Customer business
Customer Line of business
Customer Contact person Name. Special characters and digits not allowed
Designation of Customer contact person. Special characters and digits not allowed
Email address of Customer contact person. Only @ is allowed. No other special character allowed
Mobile Number of Customer Contact1. Special characters not allowed. Enter in format 8888888888
Phone number of Customer Contact1. Enter with state/citi code and phone number
Second Customer Contact person Name. Special characters and digits not allowed
Designation of second Customer contact person. Special characters and digits not allowed
Mobile Number of second Customer Contact. Special characters not allowed. Enter in format 8888888888
Email address of second Customer contact person. Only @ is allowed. No other special character allowed
Mention all the Operating Systems in use by the Customer
Email platform used by customer. Please select option from dropdown list only.
Enter the number of servers at Customer place. Only digits allowed.
Enter the server OS version at the Customer Place
Enter the total Deal value with the Customer
Select the currency code of the deal value. Select only from the dropdown
Please select Yes/No from the dropdown
Enter the comments for the current lead.
Lead type is New/existing. Select the value from dropdown only
Enter due date for lead in "mm/dd/yyyy" format only
Select partner name for the lead. Can be left blank if partner not known at the moment
Enter a name for the Opportunity
Enter Opportunity type
Enter CRM Account Id if exists
Enter Opportunity Owner Alias
Enter the stage at which the sale is currently
Select the source of the lead. Select an option from the drop down only
Enter the segment of the lead. Select an option from the dropdown only
Enter the ISR for the current lead
Example
1
James
5, new road, new town
5, new road, new town
5, new road, new town
IndiaSC
Karnataka
South
Bangalore East
560077
8077777777
www.abcdefgh.com
12345
2
20
23
05-24

Anand
head of sales
anand@abcdef.com
6666666666
08024457894
Amar
head of marketting
4444444444
amar@abcdef.com
Windows 8.1
Exchange
2
Windows server 2008 R2
25665
INR
Yes
Contact customer and fix an appointment
New
09/23/2014
Techno Firm Pvt. Ltd.

Partner
SMB Public Sector
Shankar

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