Deals Screen Settings

The Screen Settings determine what fields are visible to users and what fields are required when new records are created. 

To access the Screen Settings, go to the Deals product tab. From there, select the Admin tab to go to the Deals Admin Settings. You will land on the Screen Settings. 

Things to Note: The Admin tab is only visible to SalesLoft Admins. 

In this article, you will learn what each tab within the Screen Settings is and its use case, including: 

• Call Screen
• Call Note Settings
• CRM Object Creation
• Closed Lost Reason
• Goal Management
• Summary Screen

Call Screen

When making a call or logging a note for a Lead, Contact, Account, or Opportunity, which fields should your team see regarding that object?

The Call Screen Settings allow you to select the Salesforce fields that will display in the right-hand sidebar of the Call Screen.

Things to Note: Team members access the Call Screen by clicking "New Note." Here, they can leave notes related to that Salesforce object.  

The Call Sidebar Fields are displayed in tables based on the different Salesforce objects. Each table shows pre-populated fields on the different rows. These fields are the most common fields from Salesforce. Each field contains the following data: 

• CRM Field
• API Name
• CRM Object
• Field Type
  
  • Things to Note: Picklists will display the number of available options. Hover over the number to view the picklist items. 

You can perform the following actions on the Call Screen Settings page:

• Reorder fields: The fields can be reordered by clicking the left side of the row and dragging the field up or down in the list.
• Make a field required: Click the box under the required column to mandate that field must be completed before a note is wrapped up. 
• Delete a field: To remove a field from the view, go to the right side of the field row and click the X. 
• Add a field: Use the search box provided to add a field. Type the name of a field to populate the search or scroll through the dropdown menu to find a field. Select the field from the search to add it to the list.  

Call Note Settings

The Call Note Settings can update an Opportunity description based on the text that is added to a new note in Deals. 

First, decide which fields are the most important when a user adds a note to Salesforce. Based on the fields you would like updated from a Note, use the search box provided to add a field. Type the name of a field to populate the search or scroll through the dropdown menu to find a field. Select the field from the search to add it to the list. 

The text for the new note can be pushed to a field in Salesforce. 

CRM Object Creation

Users can create a new Salesforce object when they click New Record. The CRM Object Creation Settings decide which fields should be required if a new records is created.

Things to Note: If a field is required in Salesforce, make sure it is also marked as required fields in the CRM Object Creation list.

The CRM Object Creation tab is broken down into tables based on the Salesforce objects - Leads, Contacts, Accounts, and Opportunities.

You can perform the following actions on the CRM Object Creation tab:

• Reorder fields: The fields can be reordered by clicking the left side of the row and dragging the field up or down in the list.
• Make a field required: Click the box under the required column to mandate that field must be completed before a note is wrapped up. 
• Delete a field: To remove a field from the view, go to the right side of the field row and click the X. 
• Add a field: Use the search box provided to add a field. Type the name of a field to populate the search or scroll through the dropdown menu to find a field. Select the field from the search to add it to the list.  

Closed Lost Reason

The Closed Lost Reason tab is where you can set fields that must be updated if an Opportunity is updated to "Closed Lost."

For example, if your team has a picklist of reasons an Opportunity was lost, you may want to require that users select one of those options. This way you are sure your team's data is being kept up-to-date. Later on you can create reports with the most common Closed Lost reason. 

When a Closed Lost reason field is added, the field will be presented to the user anytime they transition an Opportunity to a Closed Lost stage.

If no Closed Lost reason fields are provided, then no additional action will be required by the user.

To add a Closed Lost reason, use the Add fields search box provided to add a field. Type the name of a field to populate the search or scroll through the dropdown menu to find a field. Select the field from the search to add it to the list.  

Goal Management

The Goal Management tab is where you can set team-wide goal periods and specific rep goals. These goals will impact the displays and data shown on the Deals Summary. You can access the tab in your Deals Admin Page under the Screen Settings Tab. 

Goal Period

The Goal Period indicates how often your reps are given a sales goal or quota to achieve. You can select one of the following options:

• Monthly
• Quarterly
• Annually

The timeframes within each goal period are based on your team's Salesforce setting which indicates their fiscal year. When set, the Goal Period will be applied to every user in your SalesLoft team. 

Set Up Your Goal Table

The Goal Table is where you specify goals for individual reps. You can manually update and individual reps' goals for the current or future periods. Once a rep has a specified goal, the goal will update the rep's Deals Summary page to reflect that goal and their pipeline projections.  

Summary Screen

The Summary Screen Settings include the following:

• Activity Logging
• Opportunity Creation
• Deal Status
• Stakeholders