CloseReasonDetails
Generates opportunity data to summerizes how many times a reason has been closed.
Table Specific Information
Select
The add-in will use the Act! CRM API to process WHERE clause conditions built with the following column and operator. The Status and CloseReason are required to make a request and the rest of the filter is executed client-side within the add-in
- Date supports the '=,>,<,>=,<=' operators.
- Status supports the '=' operator.
- CloseReason supports the '=' operator.
The add-in processes other filters client-side within the add-in. For example, the following queries are processed server side:
SELECT * FROM CloseReasonDetails where Status = 'open' and CloseReason = 'Not specified'
Columns
| Name | Type | Description |
| OppId | String | Opp Id |
| OppName | String | Opp Name |
| ActualCloseDate | Datetime | Actual Close Date |
| ActualValue | Integer | Actual Value |
| CloseReason | String | Close Reason |
| Status | String | Status
The allowed values are open, won, lost, inactive. |
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 |
| Date | Datetime | Date Range of Activities By User |