Excel Add-In for Act! CRM

Build 24.0.9060

Pipeline

Gets all opportunity matching the custom filter that are currently being worked.

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.

  • Date supports the '=,>,<,>=,<=' operators.
  • DateType supports the '=' operator.
  • ValueType supports the '=' operator.
  • ProbabilityValue supports the '=' operator.
  • ProbabilityOperation supports the '=' operator.
  • AmountValue supports the '=' operator.
  • AmountOperation supports the '=' operator.
  • OmitPrivate supports the '=' operator.
  • TypeId supports the '=' operator.
  • UserId supports the '=' operator.
  • StageId supports the '=' operator.
  • PickListItemId supports the '=' operator.
  • Status 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 Pipeline

Columns

Name Type Description
Id [KEY] String
CompanyName String Company Name
ContactCount Integer Contact Count
ContactDisplayName String Contact Display Name
EstCloseDate Datetime Est Close Date
Name String Name
ProbabilityPct Integer Probability Pct
StageId String Stage Id
StageName String Stage Name
TotalValue Decimal Total Value
WeightedValue Decimal Weighted Value
StartTime Datetime Start Time
EndTime Datetime End Time
DateType Integer Date Type
ValueType Integer Value Type
ProbabilityValue Integer Probability
ProbabilityOperation String Probability Operation
AmountValue Decimal Amount Value
AmountOperation String Amount Operation
OmitPrivate Boolean Omit Private
TypeId String Type Id
UserId String User ID
StageId String Stage Id
PickListItemId String Pick List Item Id
Status String Status

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Build 24.0.9060