Excel Add-In for Oracle Sales

Build 25.0.9434

SalesLeads

The sales lead resource is used to view, create, or modify a lead. A lead is a transaction record created when a party has expressed an interest in a product or service. It represents a selling opportunity.

Columns

Name Type ReadOnly References Description
LeadId [KEY] Long False

Partner Type. Indicates the type of partner stamped on the lead.

AILeadScore Double True

AILeadScore

AcceptedDate Date True

The date on which lead was accepted by a resource assigned to it.

AcceptedDateTime Datetime True

Date and time when the sales lead is accepted by a resource assigned to it.

AccountPartyNumber String False

AccountPartyNumber

AddrElementAttribute1 String False

Additional address element to support flexible address format.

AddrElementAttribute2 String False

Additional address element to support flexible address format.

AddrElementAttribute3 String False

Additional address element to support flexible address format.

AddrElementAttribute4 String False

Additional address element to support flexible address format.

AddrElementAttribute5 String False

Additional address element to support flexible address format.

AddressLinesPhonetic String False

Phonetic or Kana representation of the Kanji address lines (used in Japan).

ApprovalDate Date False

The date on which a partner registered lead is approved by internal channel manager.

ApprovalDateTime Datetime False

Date and time when the sales lead is approved. This is only applicable to deal registrations.

AssetId Long False

Unique identifier for the Asset associated with the Sales Lead.

AssetNumber String False

Unique Number for the Asset associated with the Sales Lead.

AssetSerialNumber String True

Serial Number for the Asset associated with the Sales Lead.

AssignmentStatusCode String False

Includes the current assignment related status for the lead, for example whether the lead is assigned or unassigned.

BudgetAmount Decimal False

Budget amount associated with this sales lead.

BudgetCurrencyCode String False

Currency code associated with the Budget Amount associated with this sales lead.

BudgetStatus String False

Budget status associated with the Budget Amount associated with this sales lead.

Building String False

Specific building name or number at a given address.

BusinessUnitId Long False

Business Unit Identifier associated with the business unit of the sales lead creator.

CampaignName String True

Name of the campaign associated with the sales lead.

ChannelType String False

Indicates the channel through which this lead contacted the company.

ClassCode1 String False

The auxilliary dimension for the Account.

ClassCode2 String False

The auxilliary dimension for the Account.

ClassCode3 String False

The auxilliary dimension for the Account.

ClassCode4 String False

The auxilliary dimension for the Account.

ConflictId Long False

ConflictId

ContactDoNotPreference Bool False

ContactDoNotPreference

ContactFormattedAddress String True

ContactFormattedAddress

ContactPartyNumber String False

ContactPartyNumber

ContactTimezoneCd String False

Preferred time zone of the contact pursued on the lead.

ConvertedDateTime Datetime False

Date and time when the sales lead is converted to an opportunity.

CreatedBy String True

Indicates the user who created this record.

CreationDate Datetime True

Indicates the date and time when this record is created.

CurrencyCode String False

Currency code for the lead.

CustPartyType String False

CustPartyType

CustomerId Long False

Customer Id. It is a reference to the customer record in the TCA schema.

CustomerNeed String False

Indicates what need the lead product serves for the lead customer.

CustomerPartyName String False

Name of the customer.

DealAmount Decimal False

The total amount attributed to a lead.

DecisionMakerIdentifiedFlag Bool False

Indicates if the decision maker at customer site has been identified.

DeleteFlag Bool True

This flag controls if the user has access to delete the record

Description String False

Description associated with this sales lead.

Distance Double True

Distance from the input location.

EligibleForConversionFlag Bool False

EligibleForConversionFlag

EnableCreateAccount String False

EnableCreateAccount

EnableCreateContact String False

EnableCreateContact

EstimatedCloseDate Date False

Estimated close date for a deal once registered

ExpirationDate Date False

Expiration date associated with this sales lead.

FloorNumber String False

Specific floor number at a given address or in a particular building when building number is provided.

FollowupTimestamp Date False

Indicates when the sales lead needs to be followed up.

FormattedPhoneNumber1 String True

FormattedPhoneNumber1

IBAssetId Long False

Unique identifier for the IB Asset associated with the Sales Lead.

IBAssetNumber String True

Unique number for the IB Asset associated with the Sales Lead.

IBAssetSerialNumber String True

Unique serial number for the IB Asset associated with the Sales Lead.

InventoryItemDescription String False

The description of the product added to a lead.

JobTitle String False

Job title of the primary contact on the sales lead.

LastAssignmentDate Datetime False

The date on which the lead was last reassigned.

LastUpdateDate Datetime True

Who column: indicates the date and time of the last update of the row.

LastUpdateLogin String True

Who column: indicates the login of the user who last updated the row.

LastUpdatedBy String True

Who column: indicates the user who last updated the row.

Latitude Double False

Latitude information for the location.

LeadAcceptedFlag Bool False

Indicates if the lead has been accepted.

LeadAging Double True

The number of days elapsed since the lead was created.

LeadCreatedBy String False

Functional WHO: Indicates the user who created this record.

LeadCreationDate Datetime False

Functional WHO: Indicates the date and time when this record is created.

LeadLastUpdateDate Datetime False

Functional WHO: Indicates the date and time of the last update of the row.

LeadLastUpdatedBy String False

Functional WHO: Indicates the user who last updated the row.

LeadNumber String False

User friendly unique identifier for a lead.

LeadOrigin String False

Origin of the Lead

Longitude Double False

Longitude information for the location.

Name String False

Lead Name used for identifying the lead.

OpportunityName String False

OpportunityName

OpportunityOwnerNumber String False

OpportunityOwnerNumber

OrganizationSize String False

Organization Size

OrganizationType String False

Organization Type

OwnerId Long False

Party identifier associated with the owner of this sales lead.

OwnerPartyName String False

Name associated with the owner of this sales lead.

OwnerPartyNumber String False

OwnerPartyNumber

PartnerCompanyNumber String False

PartnerCompanyNumber

PartnerId Long False

Unique identifier for the primary partner associated with the lead.

PartnerPartyName String False

Name associated with the primary partner of this sales lead. This is a deal specific attribute.

PartnerProgramId Long False

A reference to the partner program in which the primary partner associated with this sales lead is enrolled. This is a deal specific attribute.

PartnerProgramNumber String False

PartnerProgramNumber

PartnerType String False

Indicates the type of the primary partner associated with this sales lead. This is a deal specific attribute.

PostalPlus4Code String False

Four digit extension to the United States Postal ZIP code.

PrimaryCampaignId Long False

PrimaryCampaignId

PrimaryCampaignName String False

PrimaryCampaignName

PrimaryCampaignNumber String False

PrimaryCampaignNumber

PrimaryCompetitorName String False

PrimaryCompetitorName

PrimaryCompetitorPartyId Long False

PrimaryCompetitorPartyId

PrimaryCompetitorPartyNumber String False

PrimaryCompetitorPartyNumber

PrimaryContactAddress1 String False

The first line of address associated with the primary contact of the lead.

PrimaryContactAddress2 String False

The second line of address associated with the primary contact of the lead.

PrimaryContactAddress3 String False

The third line of address associated with the primary contact of the lead.

PrimaryContactAddress4 String False

The fourth line of address associated with the primary contact of the lead.

PrimaryContactCity String False

The city where the primary contact of the lead is located.

PrimaryContactCountry String False

The country where the primary contact of the lead is located.

PrimaryContactCountryName String True

Full name associated with primary contact country code

PrimaryContactCounty String False

The county where the primary contact of the lead is located.

PrimaryContactEmailAddress String False

Email address for the primary sales lead contact on the lead

PrimaryContactEmailPreference String False

PrimaryContactEmailPreference

PrimaryContactEmailVerificationDate Datetime False

PrimaryContactEmailVerificationDate

PrimaryContactEmailVerificationStatus String False

PrimaryContactEmailVerificationStatus

PrimaryContactId Long False

Identifer of the sales lead contact marked as a primary lead contact.

PrimaryContactMailPreference String False

PrimaryContactMailPreference

PrimaryContactPartyName String False

Name associated with the primary lead contact.

PrimaryContactPersonFirstName String False

First name of the primary contact for a lead.

PrimaryContactPersonLastName String False

Last name of the primary contact for a lead.

PrimaryContactPersonMiddleName String False

Middle name of the primary contact for a lead.

PrimaryContactPhonePreference String False

PrimaryContactPhonePreference

PrimaryContactPostalCode String False

The zip code where the primary contact of the lead is located.

PrimaryContactProvince String False

The province where the primary contact of the lead is located.

PrimaryContactRelationshipId Long False

Unique identifier of the relationship primary contact has with its parent organization.

PrimaryContactState String False

The state where the primary contact of the lead is located.

PrimaryInventoryItemId Long False

Unique identifier of the primary product associated with a lead.

PrimaryInventoryItemNumber String False

PrimaryInventoryItemNumber

PrimaryInventoryOrgId Long False

Unique identifier of the organization to which the primary product associated with a lead belongs.

PrimaryPhoneAreaCode String False

Primary phone area code for the sales lead contact.

PrimaryPhoneCountryCode String False

Primary phone country code for the sales lead contact.

PrimaryPhoneNumber String False

Primary phone number for the sales lead contact.

PrimaryPhoneVerificationDate Datetime False

PrimaryPhoneVerificationDate

PrimaryPhoneVerificationStatus String False

PrimaryPhoneVerificationStatus

PrimaryProductGroupId Long False

Unique identifier of the primary product group associated with a lead.

PrimaryProductGroupReferenceNumber String False

PrimaryProductGroupReferenceNumber

ProductGroupDescription String True

Description of the product or product group associated with a lead.

ProductGroupName String False

Name of the product group associated with a lead.

ProductType String False

ProductType

ProgramName String False

Name of the partner program in which the primary partner associated with this sales lead is enrolled. This is a deal specific attribute.

Project String False

customer project identified for this sales lead.

QualificationScore Int True

Qualification score for a lead.

QualifiedDate Date False

Indicates the date when this sales lead was qualified.

QualifiedDateTime Datetime False

Date and time when the sales lead is qualified.

Rank String False

Rank associated with this sales lead.

RawPrimaryPhoneNumber String False

RawPrimaryPhoneNumber

ReassignComment String False

Comment provided by a user while requesting the lead reassignment.

ReassignReasonCode String False

Pre-defined code used to indicate the reason for lead reassignment.

RecordSet String True

RecordSet

RegistrationNumber String False

Registration number of the sales lead. This unique identifier is generated when the sales lead is approved. This is a deal specific attribute.

RegistrationStatus String False

Approval Status of the sales lead. This is a deal specific attribute.

RegistrationType String False

Indicates the registration type of the sales lead. This is a deal specific attribute.

RejectByUserId Long False

Identifier of the sales representative who rejected this sales lead.

RejectComment String False

Comments provided by the sales representative who rejected this sales lead.

RejectReasonCode String False

Pre-defined code used to indicate the reason for rejecting a lead.

RejectedDateTime Datetime False

Date and time when the sales lead is rejected.

RetireComment String False

Comments recorded when the sales lead is moved to a retired status.

RetireReasonCode String False

Pre-defined code used to indicate the reason for retiring a lead.

RetiredDateTime Datetime False

Date and time when the sales lead is moved to a retired status.

SalesChannel String False

Indicates the sales channel responsible for following up on this sales lead.

SalesTargetLeadEloquaSyncDate Datetime False

SalesTargetLeadEloquaSyncDate

SalesTargetLeadOptOutComment String False

SalesTargetLeadOptOutComment

SalesTargetLeadOptOutDate Datetime False

SalesTargetLeadOptOutDate

SalesTargetLeadOptOutReasonCode String False

SalesTargetLeadOptOutReasonCode

SalesTargetLeadStage String False

SalesTargetLeadStage

SalesTargetLeadValidationDueDate Datetime False

SalesTargetLeadValidationDueDate

Score Int False

The score associated with this sales lead. This score is computed based on the scoring rules.

SourceCode String False

Marketing source code associated with this sales lead.

StatusCode String False

Pre-defined code used to indicate the status of a lead.

Timeframe String False

Timeframe associated with this sales lead.

ToReassignFlag Bool False

Identifies leads that are marked for reassignment.

UpdateFlag Bool True

This flag controls if the user has access to update the record

WorkPhoneAreaCode String False

Work phone area code for the sales lead contact.

WorkPhoneCountryCode String False

Work phone country code for the sales lead contact.

WorkPhoneNumber String False

Work phone number for the sales lead contact.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
Finder String

Input specifying the Finder type.

ContactId String

The unique identifier of the Contact.

SysEffectiveDate String

SysEffectiveDate.

ResourcePartyIdRest String

The unique identifier of the Resource.

RestCreationDateLower String

Finds the leads that are created before the date specified.

RestCreationDateUpper String

Finds the leads with the specified creation date.

RestRecordSet String

Finds the leads with the specified record set value.

RestStatusCode String

Finds the leads with the specified status code.

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Build 25.0.9434