Quarra Opportunity Field Updates
Decisions made during the [1] to clean up Opportunity picklist fields so they better reflect how Quarra actually sources and categorizes business.
Lead Source Field
Changes
| Action | Value |
|---|---|
| Rename | "Customer Initiated" → "Email / Phone" |
| Add | "Existing Customer" |
| Remove | "Change Order" |
Rationale
"Customer Initiated" → "Email / Phone": The original label was vague. Splitting intent from channel wasn't deemed necessary — a single "Email / Phone" option captures the meaning more precisely.
"Existing Customer": When creating a new Opportunity against an existing Account, there was no clean way to indicate the source. Lincoln noted that you'd never create a Lead from an existing customer, so the Lead Source on the Opportunity needed its own option to reflect this scenario.
Remove "Change Order": Change orders only arise after a contract is signed and scope is added — that belongs in a future Project object, not in the Opportunity sales pipeline. Keeping it on Opportunity was semantically incorrect and potentially polluted pipeline reporting.
"A change order only occurs after you're under contract and they add scope to the existing contract. So that would be something that should exist in like the project object in the future."
— Lincoln Durham
Type Field
Changes
| Action | Value |
|---|---|
| Add | "Interior Designer" |
Rationale
Interior designers represent a distinct client type that wasn't previously captured in the Type picklist. Lincoln noted the existing options included "Designer" generically but requested the more specific "Interior Designer" label.
Related Work
These field updates are part of a broader Opportunity configuration effort that includes:
- [2] — Lincoln meeting with a GC consultant to simplify stages and improve forecasting
- [3] — consolidating profiles to Admin, Operations, Sales, Finance, and Marketing
Action Items
- [ ] Rename "Customer Initiated" to "Email / Phone" in Lead Source picklist (@Karly Oykhman)
- [ ] Add "Existing Customer" to Lead Source picklist (@Karly Oykhman)
- [ ] Remove "Change Order" from Lead Source picklist (@Karly Oykhman)
- [ ] Add "Interior Designer" to Type picklist (@Karly Oykhman)