Opportunities
Create, update, delete and query the Opportunities in your Act! CRM database.
Table Specific Information
Select
- Id supports the '=' operator.
- Created supports the '<=,<,=,!=,>,>=' operator.
- Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
- ActualCloseDate supports the '<=,<,=,!=,>,>=' operator.
- Competitor supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
- ContactNames supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
- Creator supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
- DaysOpen supports the '<=,<,=,!=,>,>=' operator.
- Edited supports the '<=,<,=,!=,>,>=' operator.
- EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
- EstimatedCloseDate supports the '<=,<,=,!=,>,>=' operator.
- GrossMargin supports the '<=,<,=,!=,>,>=' operator.
- IsPrivate supports the '=' operator.
- OpenDate supports the '<=,<,=,!=,>,>=' operator.
- Probability supports the '<=,<,=,!=,>,>=' operator.
- ProductTotal supports the '<=,<,=,!=,>,>=' operator.
- Reason supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
- RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
- Source supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
- WeightedTotal supports the '<=,<,=,!=,>,>=' operator.
SELECT * FROM Opportunities WHERE Name = 'Opportunity name'
Insert
To insert a Opportunity, you must specify the Name and EstimatedCloseDate
INSERT INTO Opportunities (Name, EstimatedCloseDate) VALUES ('Sample Opportunity', '2020-01-30')
Update
Any column where ReadOnly=False can be updated.
UPDATE Opportunities SET ContactsAggregate = '123456' WHERE Id = 'f3fd9661-8fab-4fe3-8321-225f2b770f60'
Delete
Opportunities can be deleted by providing an Id and issuing a DELETE statement.
DELETE FROM Opportunities WHERE Id = 'f3fd9661-8fab-4fe3-8321-225f2b770f60'
Columns
Name | Type | ReadOnly | Description |
Id [KEY] | String | True |
A unique identifier that represents the opportunity. |
Created | Datetime | True |
Created date of the opportunity. |
Name | String | False |
The opportunity name. |
ActualCloseDate | Datetime | False |
The date that the opportunity as closed. |
CompaniesAggregate | String | False |
List of companies that are associated to this opportunity entity. |
Competitor | String | False |
Gets the name of the competitor for this opportunity. |
ContactNames | String | False |
The names of the contacts associated with this opportunity. |
ContactsAggregate | String | False |
The names of the contacts associated with this opportunity. |
Creator | String | False |
Indicates elevated security that only the creator has access to this opportunity. |
DaysOpen | Int | True |
The number of days this opportunity has been opened. |
Edited | Datetime | True |
The date that this record was edited. |
EditedBy | String | True |
The user's name that last editied this record. |
EstimatedCloseDate | Datetime | False |
The date the opportunity is expected to be closed. |
GrossMargin | Decimal | False |
Represents the net sales less the cost of goods and services sold. |
GroupsAggregate | String | False |
List a groups that are associated to this opportunity entity. |
IsPrivate | Bool | False |
Indicates whether this opportunity is private |
Manager | String | False |
The name of the record manager of this opportunity. |
OpenDate | Datetime | False |
The date the opportunity was opened. |
Probability | Int | False |
The likelihood this opportunity will will be won by the close date. |
ProductTotal | Decimal | False |
The total cost of the product or services. |
Reason | String | False |
Describs why the opportunity status changed. |
RecordOwner | String | False |
The user's name that owners this record. |
RelatedEntitiesResolver | Bool | False |
If true prevents related entities from serializing. |
Source | String | False |
Describs the source of the opportunity. |
StageDescription | String | False |
Gets or sets the description of the stage. |
StageId | String | False |
Gets the unique identifier of the stage. |
StageName | String | False |
The name of the stage. |
StageNumber | Int | False |
The ordinal number of the stage. |
StageProbability | Int | False |
The probability of the stage. |
StageProcessDescription | String | False |
The description of the stage process. |
StageProcessId | String | False |
The unique identifier of the stage process. |
StageProcessName | String | False |
The name of the stage process. |
Status | String | False |
The status of the opportunity. |
TotalPerCompany | Decimal | False |
The average total per associated company. |
TotalPerContact | Decimal | False |
The average total per associated contact. |
TotalPerGroup | Decimal | False |
The average total per associated group. |
WeightedTotal | Decimal | False |
The weight of the product. |
DaysInStage | Int | False |
The number of days this opportunity has been in a given stage. |
StageStartDate | Datetime | False |
The date the opportunity stage started. |
SourceId | String | False |
The external source id for the opportunity. |
StageProcessStatus | String | False |
Stage process status. |
StageProcessStagesCount | Int | False |
Stage process stages count |
StageProcessStages | String | False |
Stage process stages |
ImportDate | Datetime | True |
This readonly property displays the date that the opportunity was imported into the system. |
QuickBooksInvoiceId | String | False |
Quickbooks external Id to match record with quickbooks contact. |
RecordManagerId | String | False |
The record manager. |
CustomFields | String | False |
Custom fields. |
RecordManager | String | False |
Manager of the activity. |