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.

The add-in uses the Act! CRM API to process search criteria that refer to the supported fields. The add-in processes other filters client-side within the add-in. For example, the following query is processed server side:

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.