prospect
Stores data about prospective customers, used for lead tracking and sales pipeline management.
Columns
| Name | Type | References | Description |
| accessrole | String | The role or level of access assigned to the user, defining what permissions or privileges they have within the system. | |
| accountnumber | String | The number associated with the account, typically used to track and reference customer or company accounts. | |
| altemail | String | An alternative email address associated with the record, often used for backup or secondary communication. | |
| altphone | String | An alternative phone number associated with the record, used for backup or secondary contact. | |
| assignedwebsite | String | The website assigned to the entity or record, often used to link the record to a specific online presence. | |
| autoname | Boolean | Indicates whether the name for the record is generated automatically, often used for record naming conventions. | |
| balance | Decimal | The balance associated with the account or record, representing the current amount due or available. | |
| billpay | Boolean | Indicates whether bill payment functionality is enabled for the record, typically used for managing financial transactions. | |
| buyingreason | String | The reason for the purchase or transaction, often used for categorizing or understanding customer buying behavior. | |
| buyingtimeframe | String | The timeframe within which the customer intends to make the purchase, such as immediate, within 30 days, or long-term. | |
| campaigncategory | String | The category associated with the campaign, used to group and classify campaigns based on similar goals or themes. | |
| category | String | The category associated with the record, used for organizing and classifying items, customers, or services. | |
| clickstream | String | The stream of user interactions with a website, typically used for tracking user behavior and analyzing web traffic. | |
| comments | String | Additional comments or notes associated with the record, often used for internal communication or documentation. | |
| companyname | String | The name of the company associated with the record, typically used for business-to-business interactions. | |
| consolbalance | Decimal | The consolidated balance for the account, often used for reporting and tracking balances across multiple entities or accounts. | |
| consoldaysoverdue | Integer | The number of days that the consolidated balance is overdue, typically used for managing collections or aging reports. | |
| consoldepositbalance | Decimal | The consolidated deposit balance, used to track total deposit amounts across various accounts or entities. | |
| consoloverduebalance | Decimal | The consolidated overdue balance, representing the total overdue amounts across multiple accounts or entities. | |
| consolunbilledorders | Decimal | The total unbilled orders across the account, used to track orders that have not yet been invoiced. | |
| contact | String | The contact associated with the record, typically used for customer or partner relationship management. | |
| creditholdoverride | String | An override for the credit hold status, used to manually control whether an account is allowed to proceed with transactions despite credit issues. | |
| creditlimit | String | The credit limit assigned to the account, used to determine the maximum amount of credit the account holder can access. | |
| currency | String | The type of currency used for the record or transaction (such as USD, EUR, or GBP), specifying the denomination for monetary values. | |
| currencyprecision | String | The precision of currency calculations, often used to define the number of decimal places for currency values. | |
| customform | String | The custom form associated with the record, used to personalize the fields and layout for specific transactions or entities. | |
| datecreated | Datetime | The date and time when the record was created, used to track the origin and history of the entry. | |
| daysoverdue | Integer | The number of days the account or record is overdue, typically used for tracking payment delays or overdue tasks. | |
| defaultaddress | String | The default address associated with the record, used for billing, shipping, or contact purposes. | |
| defaultbankaccount | String | The default bank account associated with the record, typically used for processing transactions or payments. | |
| depositbalance | Decimal | The current balance of the deposit associated with the record, used to track funds held for future use or transactions. | |
| draccount | String | The debit account associated with the record, typically used for accounting and transaction management. | |
| String | The email address associated with the record, used for communication and notifications. | ||
| emailpreference | String | The email preference for receiving communications, used to specify which types of emails the recipient is willing to receive. | |
| emailtransactions | Boolean | Indicates whether email notifications are enabled for transaction-related activities, such as order updates or invoices. | |
| entityid | String | The identifier for the entity associated with the record, used for tracking customer, partner, or account details. | |
| entitystatus | String | The status of the entity (such as active, inactive, or pending), used to track the current state of the record. | |
| estimatedbudget | Decimal | The estimated budget for the project or task, used for financial forecasting and planning. | |
| externalid | String | A unique identifier for the record assigned by an external system, used for integration or synchronization across platforms. | |
| fax | String | The fax number associated with the record, used for communication via fax. | |
| faxtransactions | Boolean | Indicates whether fax notifications are enabled for transaction-related activities, such as order confirmations or invoices. | |
| firstname | String | The first name of the contact or entity associated with the record, used for personalized communication. | |
| firstvisit | Datetime | The date and time of the first visit or interaction associated with the record, often used for tracking customer engagement. | |
| fxaccount | String | The foreign exchange account associated with the record, used to manage currency exchange transactions. | |
| giveaccess | Boolean | Indicates whether access to the record or system is granted, typically used to manage user permissions and roles. | |
| globalsubscriptionstatus | String | The global subscription status of the record, indicating whether the subscription is active, expired, or pending. | |
| homephone | String | The home phone number associated with the record, used for contact purposes. | |
| image | String | The image associated with the record, typically used for profiles, product listings, or visual identification. | |
| isbudgetapproved | Boolean | Indicates whether the budget for the project or task has been approved, typically used in financial management and project planning. | |
| isinactive | Boolean | Indicates whether the record is inactive, often used to flag records that are no longer in use or relevant. | |
| isjob | String | Indicates whether the record is related to a job or project, often used in resource and task management. | |
| isperson | String | Indicates whether the record represents a person, used to differentiate individuals from other types of entities. | |
| keywords | String | The keywords associated with the record, used for search and classification purposes. | |
| language | String | The language associated with the record, used for localization and region-specific settings. | |
| lastmodifieddate | Datetime | The date and time when the record was last modified, used for auditing and tracking changes to the entry. | |
| lastname | String | The last name of the contact or entity associated with the record, used for personalized communication. | |
| lastpagevisited | String | The last page or section visited in the system or website, often used for tracking user behavior. | |
| lastvisit | Datetime | The date and time of the last visit or interaction associated with the record, used for tracking customer engagement. | |
| leadsource | String | The source of the lead (such as direct, referral, or marketing campaign), used for sales tracking and analysis. | |
| middlename | String | The middle name of the contact or entity associated with the record, used for personalized communication. | |
| mobilephone | String | The mobile phone number associated with the record, used for contact and communication. | |
| monthlyclosing | String | The monthly closing process or deadline associated with the record, used in financial reporting and accounting. | |
| negativenumberformat | String | The format used for displaying negative numbers, often used in financial or accounting reports. | |
| numberformat | String | The format used for displaying numbers, such as currency, percentage, or plain number. | |
| openingbalance | Decimal | The opening balance for the record, used to track the starting value of an account or project. | |
| openingbalanceaccount | String | The account associated with the opening balance, typically used for financial or accounting purposes. | |
| openingbalancedate | Date | The date associated with the opening balance, marking the start of the financial period or project. | |
| otherrelationships | String | Other relationships associated with the record, used to track connections or affiliations with other entities. | |
| overduebalance | Decimal | The amount of the balance that is overdue, used to track outstanding payments or tasks. | |
| parent | String | The parent entity associated with the record, used for hierarchical relationships between entities or accounts. | |
| partner | String | The partner associated with the record, typically used for business relationships or collaborations. | |
| phone | String | The phone number associated with the record, used for contact and communication. | |
| phoneticname | String | The phonetic version of the name, often used for pronunciation or speech recognition. | |
| prefccprocessor | String | The preferred credit card processor associated with the record, used for payment processing. | |
| pricelevel | String | The pricing level associated with the record, used to define the pricing structure, such as retail or wholesale pricing. | |
| printoncheckas | String | The name to print on checks, used for business or vendor-related transactions. | |
| printtransactions | Boolean | Indicates whether transaction details should be printed, often used for receipts or invoices. | |
| probability | String | The probability of closing a sale or opportunity, often used in sales forecasting and pipeline management. | |
| receivablesaccount | String | The account associated with receivables, used for tracking money owed to the organization. | |
| referrer | String | The referrer associated with the record, often used to track how the lead or customer found the business. | |
| resalenumber | String | The resale number associated with the record, used for tracking sales transactions or tax exemptions. | |
| salesreadiness | String | The readiness level of the sales opportunity, used to assess how prepared the deal is for closing. | |
| salesrep | Integer | The sales representative associated with the record, typically used to track individual performance or responsibility. | |
| salutation | String | The salutation used for the contact (such as Mr., Ms., Dr.), or other formal address titles. | |
| sendemail | Boolean | Indicates whether email notifications are enabled for the record, used for communication or alerts. | |
| sourcewebsite | String | The website associated with the source of the lead or record, used for tracking the origin of traffic or inquiries. | |
| stage | String | The stage of the record (such as lead, prospect, or customer), used to track the progress in a sales or business process. | |
| startdate | Date | The date when the record, project, or transaction begins, used to track start times for business activities. | |
| strength | String | The strength of the lead or opportunity, often used in sales to measure the likelihood of conversion. | |
| subsidiary | String | The subsidiary or business unit associated with the record, used in multi-entity organizations for financial and operational tracking. | |
| syncpartnerteams | Boolean | Indicates whether the record should be synchronized with partner teams, ensuring shared access to relevant data. | |
| syncsalesteams | Boolean | Indicates whether the record should be synchronized with sales teams, allowing for shared access to sales-related data. | |
| taxable | Boolean | Indicates whether the entity or transaction is subject to tax, used for determining tax liability. | |
| taxfractionunit | String | The fractional unit used for tax calculations, defining precision in rounding or tax breakdowns. | |
| taxitem | String | The specific tax item associated with the record, used to determine the applicable tax rate or type. | |
| taxrounding | String | The method used for rounding tax calculations (such as up, down, or nearest), to ensure compliance with tax regulations. | |
| terms | String | The payment terms associated with the transaction, such as Net 30, due on receipt, or installment plans. | |
| territory | String | The sales or business territory associated with the record, used for regional tracking and reporting. | |
| title | String | The title or designation of the individual (such as CEO, Manager, or Director), used for identification and classification. | |
| unbilledorders | Decimal | The total value of orders that have not yet been billed, used to track pending invoices. | |
| unsubscribe | String | Indicates whether the record has opted out of email or marketing communications, used for compliance with subscription preferences. | |
| url | String | The website URL associated with the record, often used to track company websites, lead sources, or external references. | |
| vatregnumber | String | The VAT registration number associated with the entity, used for tax and compliance purposes. | |
| visits | Integer | The number of visits or interactions recorded for the entity, often used in web analytics or customer engagement tracking. | |
| weblead | String | Indicates whether the lead originated from a web source, used to track online lead generation efforts. |