Double Check/Recreate Fields For Account and Leads

[m-soro]

Custom Fields on Standard Objects

Account:

• Annual Revenue
• No. of Employees
• Region (Global Picklist needs to be created)
• NAICS Code (Lookup & Formula text)
• Registered with EERE Funding eXCHANGE
• Registered with Login.gov
• SAM.gov UEI

Leads (renamed "Concept Paper")

• FOA (Lookup)
• Project Titles
• Region
• Annual Revenue
• No. of Employees
• Technical Description
• State of the Art Statement
• Project Team Information
• Confidentiality Statements

It'd be great to take a closer look at the Project 1 org to see if there was anything that was missed. We will add things as necessary in the new org after migration.

[AshimZed]

Custom Fields are created and Lead tab is renamed to Concept Paper 👍